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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 | $196,536 | $147,556+33.2% | $129,031+52.3% | $198,609-1.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 20.07% | 37.41%-17.3pp | 34.67%-14.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,906 | $3,645-47.7% | $3,226-40.9% | $5,055-62.3% |
| Participant deferral / active EE | $2,051 | $5,760-64.4% | $5,217-60.7% | $6,977-70.6% |
| Admin fee / account holder | $5,876 | $15,467-62.0% | $13,208-55.5% | $19,030-69.1% |