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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 | $226,770 | $96,491+135.0% | $75,894+198.8% | $152,885+48.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 19.98% | 33.98%-14.0pp | 30.76%-10.8pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,009 | $3,310-39.3% | $2,501-19.7% | $4,763-57.8% |
| Participant deferral / active EE | $6,708 | $4,553+47.3% | $3,603+86.2% | $5,851+14.6% |
| Admin fee / account holder | $1,492 | $8,079-81.5% | $5,420-72.5% | $11,598-87.1% |