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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 | $205,103 | $95,406+115.0% | $185,849+10.4% | $85,847+138.9% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 19.09% | 23.59%-4.5pp | 122.10%-103.0pp | 318.61%-299.5pp |
| Employer contribution / active EE | $420 | $3,314-87.3% | $5,169-91.9% | $2,565-83.6% |
| Participant deferral / active EE | $2,346 | $3,424-31.5% | $5,569-57.9% | $3,952-40.6% |
| Admin fee / account holder | $8,306 | $7,214+15.1% | $16,244-48.9% | $6,261+32.7% |