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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 | $197,856 | $117,829+67.9% | $102,423+93.2% | $145,877+35.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.05% | 31.83%-16.8pp | 29.42%-14.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,179 | $3,615-12.1% | $3,023+5.2% | $4,663-31.8% |
| Participant deferral / active EE | $3,682 | $5,732-35.8% | $5,054-27.2% | $6,691-45.0% |
| Admin fee / account holder | $5,757 | $13,335-56.8% | $9,455-39.1% | $13,402-57.0% |