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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 | $204,164 | $100,970+102.2% | $96,576+111.4% | $137,256+48.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 14.08% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,586 | $3,809-5.8% | $3,553+0.9% | $4,156-13.7% |
| Participant deferral / active EE | $15,674 | $8,286+89.1% | $7,956+97.0% | $6,407+144.6% |
| Admin fee / account holder | $54,512 | $11,312+381.9% | $11,381+379.0% | $12,270+344.3% |