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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 | $212,227 | $125,184+69.5% | $105,607+101.0% | $145,884+45.5% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 13.67% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,995 | $3,720-46.4% | $3,167-37.0% | $4,662-57.2% |
| Participant deferral / active EE | $3,946 | $5,714-30.9% | $5,011-21.2% | $6,690-41.0% |
| Admin fee / account holder | $9,313 | $17,133-45.6% | $10,958-15.0% | $13,392-30.5% |