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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 | $237,681 | $148,623+59.9% | $135,974+74.8% | $139,466+70.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 12.79% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,672 | $5,246-68.1% | $4,859-65.6% | $4,754-64.8% |
| Participant deferral / active EE | $4,491 | $8,103-44.6% | $7,760-42.1% | $6,712-33.1% |
| Admin fee / account holder | $23,988 | $12,406+93.4% | $10,767+122.8% | $11,409+110.3% |