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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 | $183,789 | $110,240+66.7% | $96,544+90.4% | $139,487+31.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 13.39% | 26.41%-13.0pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,831 | $3,622-21.9% | $2,966-4.6% | $4,755-40.5% |
| Participant deferral / active EE | $17,413 | $5,549+213.8% | $4,851+258.9% | $6,713+159.4% |
| Admin fee / account holder | $1,145 | $11,602-90.1% | $8,254-86.1% | $11,407-90.0% |