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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 | $247,786 | $110,307+124.6% | $96,576+156.6% | $139,456+77.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 14.64% | 26.40%-11.8pp | 25.87%-11.2pp | 373.45%-358.8pp |
| Employer contribution / active EE | $848 | $3,619-76.6% | $2,965-71.4% | $4,753-82.1% |
| Participant deferral / active EE | $9,348 | $5,547+68.5% | $4,851+92.7% | $6,711+39.3% |
| Admin fee / account holder | $615 | $11,597-94.7% | $8,253-92.5% | $11,407-94.6% |