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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 | $229,192 | $100,805+127.4% | $86,698+164.4% | $134,532+70.4% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | 2.71% | 29.09%-26.4pp | 35.95%-33.2pp | 418.27%-415.6pp |
| Employer contribution / active EE | $2,527 | $3,490-27.6% | $2,837-10.9% | $4,741-46.7% |
| Participant deferral / active EE | $3,626 | $5,339-32.1% | $4,656-22.1% | $6,401-43.3% |
| Admin fee / account holder | $1,055 | $10,925-90.3% | $7,493-85.9% | $11,429-90.8% |