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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 | $226,000 | $114,119+98.0% | $107,187+110.8% | $138,895+62.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 18.29% | 273.21%-254.9pp | 204.55%-186.3pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,592 | $4,059-36.1% | $3,782-31.5% | $4,194-38.2% |
| Participant deferral / active EE | $7,387 | $5,538+33.4% | $5,096+45.0% | $6,396+15.5% |
| Admin fee / account holder | $28,148 | $10,024+180.8% | $9,162+207.2% | $12,562+124.1% |