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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 | $199,886 | $211,224-5.4% | $178,505+12.0% | $145,897+37.0% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.33% | 30.28%-15.0pp | 27.16%-11.8pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,002 | $4,577-56.2% | $3,955-49.4% | $4,663-57.1% |
| Participant deferral / active EE | $7,245 | $6,966+4.0% | $6,280+15.4% | $6,689+8.3% |
| Admin fee / account holder | $3,202 | $12,109-73.6% | $10,428-69.3% | $13,390-76.1% |