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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 | $189,594 | $124,346+52.5% | $111,306+70.3% | $167,553+13.2% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 11.51% | 37.46%-25.9pp | 54.67%-43.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $890 | $3,438-74.1% | $2,732-67.4% | $4,840-81.6% |
| Participant deferral / active EE | $2,357 | $5,182-54.5% | $4,488-47.5% | $6,343-62.8% |
| Admin fee / account holder | $8,577 | $10,623-19.3% | $7,966+7.7% | $12,316-30.4% |