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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 | $185,832 | $112,729+64.8% | $98,716+88.2% | $137,256+35.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.11% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,312 | $2,725+21.5% | $2,279+45.4% | $4,156-20.3% |
| Participant deferral / active EE | $9,268 | $4,640+99.7% | $4,048+129.0% | $6,407+44.7% |
| Admin fee / account holder | $2,034 | $10,129-79.9% | $8,703-76.6% | $12,270-83.4% |