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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 | $200,051 | $99,994+100.1% | $146,647+36.4% | $85,851+133.0% |
| Participation rate | 87.9% | 73.1%+14.9pp | 80.1%+7.8pp | 69.3%+18.6pp |
| Annual return | 15.57% | 18.93%-3.4pp | 22.75%-7.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $2,275 | $2,559-11.1% | $4,137-45.0% | $2,565-11.3% |
| Participant deferral / active EE | $6,059 | $4,006+51.2% | $5,506+10.0% | $3,952+53.3% |
| Admin fee / account holder | $14,242 | $7,703+84.9% | $10,281+38.5% | $6,261+127.5% |