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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 | $200,154 | $127,387+57.1% | $115,038+74.0% | $125,389+59.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 1.94% | 31.28%-29.3pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,734 | $5,166-47.1% | $4,608-40.7% | $4,866-43.8% |
| Participant deferral / active EE | $5,827 | $6,423-9.3% | $6,026-3.3% | $5,352+8.9% |
| Admin fee / account holder | $4,343 | $9,516-54.4% | $8,175-46.9% | $9,541-54.5% |