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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 | $191,774 | $112,729+70.1% | $98,716+94.3% | $137,256+39.7% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.3%+14.9pp | 80.0%+4.3pp |
| Annual return | 19.19% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,192 | $2,725-19.6% | $2,279-3.8% | $4,156-47.3% |
| Participant deferral / active EE | $3,560 | $4,640-23.3% | $4,048-12.1% | $6,407-44.4% |
| Admin fee / account holder | $3,052 | $10,129-69.9% | $8,703-64.9% | $12,270-75.1% |