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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 | $197,955 | $162,821+21.6% | $133,978+47.8% | $158,982+24.5% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 15.39% | 41.95%-26.6pp | 45.10%-29.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,597 | $4,976-47.8% | $3,919-33.7% | $4,763-45.5% |
| Participant deferral / active EE | $2,873 | $5,910-51.4% | $5,047-43.1% | $5,983-52.0% |
| Admin fee / account holder | $2,250 | $11,742-80.8% | $8,930-74.8% | $11,252-80.0% |