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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 | $190,043 | $117,846+61.3% | $102,434+85.5% | $145,884+30.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.65% | 31.90%-17.2pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,633 | $3,615-54.8% | $3,023-46.0% | $4,662-65.0% |
| Participant deferral / active EE | $3,161 | $5,733-44.9% | $5,055-37.5% | $6,690-52.7% |
| Admin fee / account holder | $2,898 | $13,356-78.3% | $9,462-69.4% | $13,392-78.4% |