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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 | $184,959 | $132,634+39.5% | $115,768+59.8% | $137,256+34.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.4%+17.9pp | 80.0%+12.3pp |
| Annual return | 16.67% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,262 | $3,360-32.7% | $2,940-23.1% | $4,156-45.6% |
| Participant deferral / active EE | $3,514 | $5,619-37.5% | $4,917-28.5% | $6,407-45.1% |
| Admin fee / account holder | $1,984 | $15,028-86.8% | $12,439-84.1% | $12,270-83.8% |