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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 | $237,592 | $106,247+123.6% | $96,515+146.2% | $139,466+70.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.80% | 38.47%-24.7pp | 35.73%-21.9pp | 373.66%-359.9pp |
| Employer contribution / active EE | $5,506 | $4,106+34.1% | $3,740+47.2% | $4,754+15.8% |
| Participant deferral / active EE | $12,331 | $5,456+126.0% | $4,880+152.7% | $6,712+83.7% |
| Admin fee / account holder | $40,141 | $7,885+409.1% | $6,735+496.0% | $11,409+251.8% |