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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 | $190,207 | $93,598+103.2% | $135,974+39.9% | $75,173+153.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 18.55% | 30.89%-12.3pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $2,503 | $3,538-29.3% | $4,859-48.5% | $2,671-6.3% |
| Participant deferral / active EE | $12,481 | $6,405+94.8% | $7,760+60.8% | $4,126+202.5% |
| Admin fee / account holder | $1,966 | $6,978-71.8% | $10,767-81.7% | $5,651-65.2% |