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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 | $199,463 | $96,491+106.7% | $75,894+162.8% | $152,885+30.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.5%+6.4pp |
| Annual return | 18.06% | 33.98%-15.9pp | 30.76%-12.7pp | 345.39%-327.3pp |
| Employer contribution / active EE | $3,069 | $3,310-7.3% | $2,501+22.7% | $4,763-35.6% |
| Participant deferral / active EE | $5,713 | $4,553+25.5% | $3,603+58.5% | $5,851-2.4% |
| Admin fee / account holder | $2,620 | $8,079-67.6% | $5,420-51.7% | $11,598-77.4% |