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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 | $126,113+62.0% | $116,096+76.0% | $155,188+31.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 73.3%+17.6pp | 80.8%+10.1pp |
| Annual return | 13.88% | 391.72%-377.8pp | 326.25%-312.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,510 | $2,672-6.0% | $2,503+0.3% | $4,248-40.9% |
| Participant deferral / active EE | $8,384 | $4,162+101.4% | $3,952+112.2% | $6,531+28.4% |
| Admin fee / account holder | $4,947 | $8,045-38.5% | $7,704-35.8% | $14,480-65.8% |