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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 | $246,568 | $102,632+140.2% | $81,988+200.7% | $158,950+55.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 17.83% | 61.05%-43.2pp | 41.31%-23.5pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,952 | $3,241-39.8% | $2,498-21.9% | $4,762-59.0% |
| Participant deferral / active EE | $6,189 | $4,649+33.1% | $3,722+66.3% | $5,983+3.4% |
| Admin fee / account holder | $1,450 | $8,237-82.4% | $5,665-74.4% | $11,248-87.1% |