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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 | $117,829+70.4% | $102,423+96.0% | $145,877+37.6% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 15.13% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,294 | $3,615-8.9% | $3,023+9.0% | $4,663-29.4% |
| Participant deferral / active EE | $5,303 | $5,732-7.5% | $5,054+4.9% | $6,691-20.7% |
| Admin fee / account holder | $6,992 | $13,335-47.6% | $9,455-26.0% | $13,402-47.8% |