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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 | $245,683 | $180,749+35.9% | $160,784+52.8% | $137,256+79.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 14.01% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,515 | $4,155-39.5% | $3,733-32.6% | $4,156-39.5% |
| Participant deferral / active EE | $6,921 | $6,844+1.1% | $6,293+10.0% | $6,407+8.0% |
| Admin fee / account holder | $20,057 | $10,397+92.9% | $9,717+106.4% | $12,270+63.5% |