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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 | $215,554 | $115,917+86.0% | $100,535+114.4% | $158,982+35.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 15.28% | 34.80%-19.5pp | 30.90%-15.6pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,911 | $4,105-53.5% | $3,419-44.1% | $4,763-59.9% |
| Participant deferral / active EE | $4,590 | $6,677-31.3% | $6,271-26.8% | $5,983-23.3% |
| Admin fee / account holder | $1,689 | $11,002-84.6% | $8,085-79.1% | $11,252-85.0% |