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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 | $222,067 | $110,303+101.3% | $95,759+131.9% | $139,487+59.2% |
| Participation rate | 77.8% | 75.7%+2.0pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 10.46% | 27.19%-16.7pp | 28.42%-18.0pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,243 | $3,261-31.2% | $2,836-20.9% | $4,755-52.8% |
| Participant deferral / active EE | $2,847 | $4,674-39.1% | $4,244-32.9% | $6,713-57.6% |
| Admin fee / account holder | $1,293 | $6,615-80.4% | $5,678-77.2% | $11,407-88.7% |