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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,301 | $100,004+106.3% | $81,438+153.3% | $145,959+41.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 10.27% | 34.34%-24.1pp | 24.74%-14.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,760 | $2,970-40.7% | $2,460-28.5% | $4,661-62.2% |
| Participant deferral / active EE | $4,501 | $4,603-2.2% | $3,883+15.9% | $6,689-32.7% |
| Admin fee / account holder | $677 | $8,202-91.7% | $5,764-88.2% | $13,398-94.9% |