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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 | $155,437 | $86,298+80.1% | $111,308+39.6% | $85,847+81.1% |
| Participation rate | 87.3% | 73.3%+13.9pp | 77.3%+10.0pp | 69.3%+18.0pp |
| Annual return | 17.05% | 19.99%-2.9pp | 54.67%-37.6pp | 318.61%-301.6pp |
| Employer contribution / active EE | $2,511 | $2,044+22.9% | $2,732-8.1% | $2,565-2.1% |
| Participant deferral / active EE | $6,737 | $3,641+85.0% | $4,487+50.1% | $3,952+70.5% |
| Admin fee / account holder | $25,836 | $8,189+215.5% | $7,965+224.4% | $6,261+312.7% |