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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 | $211,644 | $98,776+114.3% | $149,745+41.3% | $79,856+165.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 17.86% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,659 | $3,217+13.7% | $4,646-21.2% | $2,471+48.1% |
| Participant deferral / active EE | $8,332 | $5,681+46.7% | $6,843+21.8% | $3,741+122.8% |
| Admin fee / account holder | $1,101 | $6,053-81.8% | $9,312-88.2% | $5,306-79.3% |