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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 | $226,195 | $126,519+78.8% | $106,201+113.0% | $145,959+55.0% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 12.26% | 225.10%-212.8pp | 116.26%-104.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,379 | $3,726-36.2% | $3,170-25.0% | $4,661-49.0% |
| Participant deferral / active EE | $11,924 | $5,716+108.6% | $5,012+137.9% | $6,689+78.3% |
| Admin fee / account holder | $5,183 | $17,312-70.1% | $11,039-53.1% | $13,398-61.3% |