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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 | $215,139 | $124,980+72.1% | $108,359+98.5% | $154,746+39.0% |
| Participation rate | 84.2% | 75.2%+9.0pp | 70.1%+14.1pp | 80.7%+3.5pp |
| Annual return | 12.23% | 45.00%-32.8pp | 36.89%-24.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,948 | $2,851+3.4% | $2,399+22.9% | $4,379-32.7% |
| Participant deferral / active EE | $5,700 | $4,743+20.2% | $4,137+37.8% | $6,730-15.3% |
| Admin fee / account holder | $8,386 | $11,502-27.1% | $9,741-13.9% | $14,365-41.6% |