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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 | $115,225+61.3% | $100,712+84.5% | $138,895+33.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 16.11% | 40.35%-24.2pp | 33.27%-17.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,312 | $2,771+19.5% | $2,313+43.2% | $4,194-21.0% |
| Participant deferral / active EE | $9,268 | $4,699+97.2% | $4,085+126.9% | $6,396+44.9% |
| Admin fee / account holder | $2,034 | $10,844-81.2% | $9,256-78.0% | $12,562-83.8% |