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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 | $248,066 | $108,942+127.7% | $100,415+147.0% | $145,897+70.0% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 13.57% | 58.27%-44.7pp | 49.47%-35.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,602 | $4,422-63.8% | $3,943-59.4% | $4,663-65.6% |
| Participant deferral / active EE | $11,953 | $8,461+41.3% | $8,091+47.7% | $6,689+78.7% |
| Admin fee / account holder | $2,882 | $9,702-70.3% | $7,906-63.5% | $13,390-78.5% |