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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 | $204,307 | $102,938+98.5% | $94,105+117.1% | $138,895+47.1% |
| Participation rate | 90.9% | 74.6%+16.3pp | 71.9%+19.0pp | 79.9%+11.0pp |
| Annual return | 13.88% | 250.28%-236.4pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,510 | $2,732-8.1% | $2,504+0.2% | $4,194-40.1% |
| Participant deferral / active EE | $8,384 | $4,196+99.8% | $3,881+116.0% | $6,396+31.1% |
| Admin fee / account holder | $4,947 | $6,600-25.0% | $6,199-20.2% | $12,562-60.6% |