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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 | $200,408 | $124,425+61.1% | $112,040+78.9% | $137,256+46.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 13.85% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,489 | $3,411-56.3% | $2,954-49.6% | $4,156-64.2% |
| Participant deferral / active EE | $4,735 | $5,718-17.2% | $5,098-7.1% | $6,407-26.1% |
| Admin fee / account holder | $8,988 | $15,207-40.9% | $12,098-25.7% | $12,270-26.8% |