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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 | $181,596 | $65,364+177.8% | $92,909+95.5% | $72,975+148.8% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 18.93% | 42.11%-23.2pp | 109.44%-90.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,649 | $2,594-36.4% | $3,653-54.9% | $2,440-32.4% |
| Participant deferral / active EE | $2,970 | $3,128-5.1% | $4,238-29.9% | $3,608-17.7% |
| Admin fee / account holder | $1,408 | $4,251-66.9% | $5,795-75.7% | $5,124-72.5% |