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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 | $182,206 | $112,729+61.6% | $98,716+84.6% | $137,256+32.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 11.00% | 38.48%-27.5pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,318 | $2,725-15.0% | $2,279+1.7% | $4,156-44.2% |
| Participant deferral / active EE | $3,149 | $4,640-32.1% | $4,048-22.2% | $6,407-50.9% |
| Admin fee / account holder | $3,410 | $10,129-66.3% | $8,703-60.8% | $12,270-72.2% |