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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 | $142,354+70.7% | $125,529+93.6% | $155,188+56.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.7%+18.1pp | 80.8%+12.1pp |
| Annual return | 15.47% | 306.06%-290.6pp | 202.56%-187.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,279 | $3,501-34.9% | $3,058-25.5% | $4,248-46.4% |
| Participant deferral / active EE | $4,422 | $5,491-19.5% | $4,813-8.1% | $6,531-32.3% |
| Admin fee / account holder | $8,360 | $19,392-56.9% | $16,298-48.7% | $14,480-42.3% |