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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 | $220,417 | $142,430+54.8% | $115,170+91.4% | $152,897+44.2% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.5%+3.3pp |
| Annual return | 17.72% | 41.48%-23.8pp | 35.60%-17.9pp | 345.43%-327.7pp |
| Employer contribution / active EE | $11,491 | $4,011+186.5% | $3,179+261.4% | $4,764+141.2% |
| Participant deferral / active EE | $6,143 | $5,165+18.9% | $4,169+47.4% | $5,851+5.0% |
| Admin fee / account holder | $2,781 | $8,464-67.1% | $7,089-60.8% | $11,599-76.0% |