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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 | $205,224 | $110,410+85.9% | $102,437+100.3% | $145,897+40.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.82% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,091 | $4,217-74.1% | $3,871-71.8% | $4,663-76.6% |
| Participant deferral / active EE | $5,454 | $5,622-3.0% | $5,060+7.8% | $6,689-18.5% |
| Admin fee / account holder | $3,148 | $9,745-67.7% | $8,388-62.5% | $13,390-76.5% |