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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 | $202,074 | $210,510-4.0% | $153,500+31.6% | $145,877+38.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.62% | 13.45%-3.8pp | 15.70%-6.1pp | 551.28%-541.7pp |
| Employer contribution / active EE | $3,280 | $6,052-45.8% | $5,039-34.9% | $4,663-29.7% |
| Participant deferral / active EE | $4,849 | $7,974-39.2% | $6,756-28.2% | $6,691-27.5% |
| Admin fee / account holder | $1,789 | $19,455-90.8% | $12,736-86.0% | $13,402-86.6% |