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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 | $202,783 | $106,280+90.8% | $96,538+110.1% | $139,487+45.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 18.91% | 38.48%-19.6pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $1,944 | $4,107-52.7% | $3,740-48.0% | $4,755-59.1% |
| Participant deferral / active EE | $4,763 | $5,457-12.7% | $4,880-2.4% | $6,713-29.0% |
| Admin fee / account holder | $364 | $7,888-95.4% | $6,737-94.6% | $11,407-96.8% |