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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 | $206,065 | $112,131+83.8% | $95,964+114.7% | $158,982+29.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 19.17% | 171.19%-152.0pp | 91.64%-72.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,032 | $3,199-36.5% | $2,541-20.1% | $4,763-57.3% |
| Participant deferral / active EE | $8,087 | $4,784+69.0% | $4,167+94.1% | $5,983+35.2% |
| Admin fee / account holder | $2,539 | $10,136-75.0% | $6,797-62.6% | $11,252-77.4% |