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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 | $210,974 | $107,368+96.5% | $92,915+127.1% | $152,909+38.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 17.58% | 145.64%-128.1pp | 109.45%-91.9pp | 345.46%-327.9pp |
| Employer contribution / active EE | $2,028 | $4,222-52.0% | $3,653-44.5% | $4,764-57.4% |
| Participant deferral / active EE | $8,021 | $4,848+65.4% | $4,238+89.3% | $5,851+37.1% |
| Admin fee / account holder | $20,352 | $7,082+187.4% | $5,796+251.2% | $11,601+75.4% |