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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 | $223,060 | $98,776+125.8% | $149,745+49.0% | $79,856+179.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 12.98% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,395 | $3,217+5.5% | $4,646-26.9% | $2,471+37.4% |
| Participant deferral / active EE | $10,247 | $5,681+80.4% | $6,843+49.7% | $3,741+173.9% |
| Admin fee / account holder | $914 | $6,053-84.9% | $9,312-90.2% | $5,306-82.8% |