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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 | $224,976 | $94,766+137.4% | $112,923+99.2% | $139,487+61.3% |
| Participation rate | 92.9% | 81.3%+11.5pp | 80.5%+12.3pp | 80.3%+12.5pp |
| Annual return | 23.61% | 40.96%-17.4pp | 34.13%-10.5pp | 373.84%-350.2pp |
| Employer contribution / active EE | $7,591 | $4,636+63.7% | $4,570+66.1% | $4,755+59.7% |
| Participant deferral / active EE | $12,236 | $6,523+87.6% | $6,520+87.7% | $6,713+82.3% |
| Admin fee / account holder | $2,217 | $8,529-74.0% | $7,046-68.5% | $11,407-80.6% |