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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 | $199,926 | $100,003+99.9% | $146,685+36.3% | $85,856+132.9% |
| Participation rate | 94.6% | 73.1%+21.5pp | 80.1%+14.5pp | 69.3%+25.3pp |
| Annual return | 15.53% | 18.93%-3.4pp | 22.75%-7.2pp | 318.58%-303.1pp |
| Employer contribution / active EE | $2,331 | $2,559-8.9% | $4,137-43.7% | $2,565-9.1% |
| Participant deferral / active EE | $8,013 | $4,006+100.0% | $5,507+45.5% | $3,952+102.7% |
| Admin fee / account holder | $3,695 | $7,704-52.0% | $10,281-64.1% | $6,261-41.0% |