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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 | $233,861 | $115,903+101.8% | $100,528+132.6% | $158,966+47.1% |
| Participation rate | 94.4% | 81.6%+12.8pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 16.07% | 34.80%-18.7pp | 30.90%-14.8pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,800 | $4,105-56.2% | $3,419-47.4% | $4,762-62.2% |
| Participant deferral / active EE | $5,823 | $6,677-12.8% | $6,271-7.1% | $5,983-2.7% |
| Admin fee / account holder | $6,863 | $11,000-37.6% | $8,084-15.1% | $11,250-39.0% |