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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 | $205,842 | $117,895+74.6% | $102,460+100.9% | $145,897+41.1% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 22.04% | 31.92%-9.9pp | 29.47%-7.4pp | 552.29%-530.3pp |
| Employer contribution / active EE | $2,126 | $3,619-41.3% | $3,025-29.7% | $4,663-54.4% |
| Participant deferral / active EE | $5,134 | $5,736-10.5% | $5,056+1.5% | $6,689-23.2% |
| Admin fee / account holder | $11,991 | $13,353-10.2% | $9,460+26.8% | $13,390-10.4% |