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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 | $192,968 | $152,619+26.4% | $125,195+54.1% | $152,909+26.2% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 19.28% | 54.85%-35.6pp | 43.79%-24.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,963 | $4,947-60.3% | $3,866-49.2% | $4,764-58.8% |
| Participant deferral / active EE | $4,233 | $5,869-27.9% | $4,937-14.3% | $5,851-27.7% |
| Admin fee / account holder | $4,586 | $13,437-65.9% | $9,704-52.7% | $11,601-60.5% |