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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 | $193,631 | $124,346+55.7% | $111,306+74.0% | $167,553+15.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 18.99% | 37.46%-18.5pp | 54.67%-35.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $3,184 | $3,438-7.4% | $2,732+16.6% | $4,840-34.2% |
| Participant deferral / active EE | $3,851 | $5,182-25.7% | $4,488-14.2% | $6,343-39.3% |
| Admin fee / account holder | $3,538 | $10,623-66.7% | $7,966-55.6% | $12,316-71.3% |