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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 | $189,606 | $118,488+60.0% | $98,462+92.6% | $139,487+35.9% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 15.87% | 18.96%-3.1pp | 21.17%-5.3pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,923 | $3,611-46.7% | $3,049-36.9% | $4,755-59.6% |
| Participant deferral / active EE | $3,611 | $5,393-33.0% | $4,738-23.8% | $6,713-46.2% |
| Admin fee / account holder | $47,568 | $13,868+243.0% | $8,875+436.0% | $11,407+317.0% |