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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 | $197,403 | $108,825+81.4% | $156,181+26.4% | $82,448+139.4% |
| Participation rate | 78.9% | 72.4%+6.6pp | 78.8%+0.1pp | 68.1%+10.9pp |
| Annual return | 17.05% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,811 | $2,870-36.9% | $4,294-57.8% | $2,551-29.0% |
| Participant deferral / active EE | $3,749 | $4,577-18.1% | $6,132-38.9% | $4,139-9.4% |
| Admin fee / account holder | $1,891 | $9,341-79.8% | $14,586-87.0% | $7,234-73.9% |