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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 | $245,045 | $112,131+118.5% | $95,964+155.4% | $158,982+54.1% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 12.63% | 171.19%-158.6pp | 91.64%-79.0pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,900 | $3,199-40.6% | $2,541-25.2% | $4,763-60.1% |
| Participant deferral / active EE | $3,418 | $4,784-28.6% | $4,167-18.0% | $5,983-42.9% |
| Admin fee / account holder | $1,788 | $10,136-82.4% | $6,797-73.7% | $11,252-84.1% |