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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 | $209,369 | $100,938+107.4% | $90,461+131.4% | $158,982+31.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.82% | 1727.20%-1710.4pp | 1294.76%-1277.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,300 | $3,691-37.7% | $3,264-29.5% | $4,763-51.7% |
| Participant deferral / active EE | $5,802 | $4,350+33.4% | $3,964+46.3% | $5,983-3.0% |
| Admin fee / account holder | $6,323 | $6,510-2.9% | $5,617+12.6% | $11,252-43.8% |