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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 | $242,997 | $132,634+83.2% | $115,768+109.9% | $137,256+77.0% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 15.47% | 160.70%-145.2pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,279 | $3,360-32.2% | $2,940-22.5% | $4,156-45.2% |
| Participant deferral / active EE | $4,422 | $5,619-21.3% | $4,917-10.1% | $6,407-31.0% |
| Admin fee / account holder | $8,360 | $15,028-44.4% | $12,439-32.8% | $12,270-31.9% |