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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 | $129,737+84.1% | $119,126+100.5% | $154,746+54.3% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 13.55% | 379.08%-365.5pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $21,286 | $4,375+386.5% | $4,034+427.7% | $4,379+386.1% |
| Participant deferral / active EE | $3,875 | $5,842-33.7% | $5,318-27.1% | $6,730-42.4% |
| Admin fee / account holder | $8,006 | $11,961-33.1% | $10,693-25.1% | $14,365-44.3% |