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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 | $195,503 | $115,814+68.8% | $101,275+93.0% | $158,982+23.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 15.09% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,676 | $4,176-59.9% | $3,660-54.2% | $4,763-64.8% |
| Participant deferral / active EE | $4,376 | $4,958-11.7% | $4,371+0.1% | $5,983-26.9% |
| Admin fee / account holder | $870 | $7,249-88.0% | $5,948-85.4% | $11,252-92.3% |