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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 | $229,268 | $127,779+79.4% | $106,551+115.2% | $167,518+36.9% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 14.09% | 33.87%-19.8pp | 26.80%-12.7pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,839 | $3,427-17.1% | $2,819+0.7% | $4,838-41.3% |
| Participant deferral / active EE | $7,699 | $5,088+51.3% | $4,398+75.0% | $6,342+21.4% |
| Admin fee / account holder | $4,488 | $11,228-60.0% | $7,408-39.4% | $12,312-63.5% |