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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 | $117,895+67.8% | $102,460+93.1% | $145,897+35.6% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.05% | 31.92%-16.9pp | 29.47%-14.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,179 | $3,619-12.2% | $3,025+5.1% | $4,663-31.8% |
| Participant deferral / active EE | $3,682 | $5,736-35.8% | $5,056-27.2% | $6,689-45.0% |
| Admin fee / account holder | $5,757 | $13,353-56.9% | $9,460-39.1% | $13,390-57.0% |