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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 | $213,164 | $112,729+89.1% | $98,716+115.9% | $137,256+55.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.45% | 38.48%-19.0pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,410 | $2,725+25.1% | $2,279+49.7% | $4,156-17.9% |
| Participant deferral / active EE | $3,988 | $4,640-14.0% | $4,048-1.5% | $6,407-37.7% |
| Admin fee / account holder | $3,046 | $10,129-69.9% | $8,703-65.0% | $12,270-75.2% |