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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 | $108,882+80.5% | $96,754+103.1% | $154,746+27.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 20.07% | 98.39%-78.3pp | 82.04%-62.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,906 | $3,018-36.8% | $2,679-28.8% | $4,379-56.5% |
| Participant deferral / active EE | $2,051 | $5,323-61.5% | $4,758-56.9% | $6,730-69.5% |
| Admin fee / account holder | $5,876 | $10,200-42.4% | $8,905-34.0% | $14,365-59.1% |