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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 | $238,804 | $111,535+114.1% | $105,223+126.9% | $137,256+74.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 13.55% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $21,286 | $3,939+440.3% | $3,689+477.1% | $4,156+412.2% |
| Participant deferral / active EE | $3,875 | $5,500-29.5% | $5,072-23.6% | $6,407-39.5% |
| Admin fee / account holder | $8,006 | $9,721-17.6% | $8,859-9.6% | $12,270-34.7% |