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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 | $200,769 | $117,895+70.3% | $102,460+95.9% | $145,897+37.6% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 15.13% | 31.92%-16.8pp | 29.47%-14.3pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,294 | $3,619-9.0% | $3,025+8.9% | $4,663-29.4% |
| Participant deferral / active EE | $5,303 | $5,736-7.6% | $5,056+4.9% | $6,689-20.7% |
| Admin fee / account holder | $6,992 | $13,353-47.6% | $9,460-26.1% | $13,390-47.8% |