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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 | $198,999 | $112,112+77.5% | $95,956+107.4% | $158,950+25.2% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 14.17% | 171.15%-157.0pp | 91.63%-77.5pp | 302.91%-288.7pp |
| Employer contribution / active EE | $734 | $3,199-77.1% | $2,541-71.1% | $4,762-84.6% |
| Participant deferral / active EE | $4,850 | $4,784+1.4% | $4,167+16.4% | $5,983-18.9% |
| Admin fee / account holder | $7,245 | $10,134-28.5% | $6,797+6.6% | $11,248-35.6% |