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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 | $108,922+127.7% | $100,398+147.1% | $145,978+69.9% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 13.57% | 58.04%-44.5pp | 49.32%-35.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,602 | $4,426-63.8% | $3,946-59.4% | $4,662-65.6% |
| Participant deferral / active EE | $11,953 | $8,450+41.5% | $8,084+47.9% | $6,690+78.7% |
| Admin fee / account holder | $2,882 | $9,680-70.2% | $7,893-63.5% | $13,400-78.5% |