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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 | $212,188 | $162,812+30.3% | $133,971+58.4% | $158,966+33.5% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 15.38% | 41.94%-26.6pp | 45.09%-29.7pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,906 | $4,976-61.7% | $3,919-51.4% | $4,762-60.0% |
| Participant deferral / active EE | $4,999 | $5,910-15.4% | $5,047-1.0% | $5,983-16.5% |
| Admin fee / account holder | $7,605 | $11,741-35.2% | $8,929-14.8% | $11,250-32.4% |