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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 | $202,341 | $86,294+134.5% | $111,303+81.8% | $85,856+135.7% |
| Participation rate | 81.5% | 73.3%+8.1pp | 77.3%+4.2pp | 69.3%+12.2pp |
| Annual return | 15.23% | 19.99%-4.8pp | 54.66%-39.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,324 | $2,043-35.2% | $2,731-51.5% | $2,565-48.4% |
| Participant deferral / active EE | $3,557 | $3,641-2.3% | $4,487-20.7% | $3,952-10.0% |
| Admin fee / account holder | $7,026 | $8,189-14.2% | $7,966-11.8% | $6,261+12.2% |