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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 | $195,522 | $105,960+84.5% | $81,726+139.2% | $158,982+23.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 14.56% | 38.19%-23.6pp | 29.49%-14.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,858 | $7,805-76.2% | $4,311-56.9% | $4,763-61.0% |
| Participant deferral / active EE | $3,582 | $13,011-72.5% | $7,108-49.6% | $5,983-40.1% |
| Admin fee / account holder | $596 | $8,494-93.0% | $5,160-88.4% | $11,252-94.7% |