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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 | $197,577 | $88,672+122.8% | $105,223+87.8% | $82,448+139.6% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 18.86% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,968 | $3,048-2.6% | $3,689-19.5% | $2,551+16.4% |
| Participant deferral / active EE | $7,663 | $4,036+89.9% | $5,072+51.1% | $4,139+85.1% |
| Admin fee / account holder | $3,776 | $7,146-47.2% | $8,859-57.4% | $7,234-47.8% |