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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 | $197,559 | $111,814+76.7% | $103,378+91.1% | $145,978+35.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.38% | 24.80%-14.4pp | 24.91%-14.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,575 | $4,215-62.6% | $3,870-59.3% | $4,662-66.2% |
| Participant deferral / active EE | $4,673 | $5,618-16.8% | $5,058-7.6% | $6,690-30.1% |
| Admin fee / account holder | $1,241 | $9,764-87.3% | $8,401-85.2% | $13,400-90.7% |