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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 | $200,659 | $176,838+13.5% | $146,685+36.8% | $167,518+19.8% |
| Participation rate | 86.7% | 83.6%+3.0pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 10.06% | 24.04%-14.0pp | 22.75%-12.7pp | 478.71%-468.6pp |
| Employer contribution / active EE | $2,721 | $5,161-47.3% | $4,137-34.2% | $4,838-43.8% |
| Participant deferral / active EE | $4,428 | $6,441-31.3% | $5,507-19.6% | $6,342-30.2% |
| Admin fee / account holder | $1,810 | $13,262-86.4% | $10,281-82.4% | $12,312-85.3% |