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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 | $204,922 | $124,330+64.8% | $109,173+87.7% | $167,536+22.3% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.85% | 26.04%-13.2pp | 25.75%-12.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,236 | $4,209-23.1% | $3,723-13.1% | $4,839-33.1% |
| Participant deferral / active EE | $4,817 | $5,256-8.4% | $4,654+3.5% | $6,342-24.1% |
| Admin fee / account holder | $694 | $7,974-91.3% | $6,755-89.7% | $12,315-94.4% |