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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 | $202,156 | $107,941+87.3% | $91,994+119.7% | $152,909+32.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 23.37% | 89.28%-65.9pp | 69.04%-45.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,623 | $4,212-61.5% | $3,453-53.0% | $4,764-65.9% |
| Participant deferral / active EE | $3,601 | $6,366-43.4% | $5,924-39.2% | $5,851-38.5% |
| Admin fee / account holder | $588 | $10,521-94.4% | $7,744-92.4% | $11,601-94.9% |