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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 | $212,125 | $108,911+94.8% | $100,392+111.3% | $145,884+45.4% |
| Participation rate | 95.5% | 83.0%+12.5pp | 81.5%+13.9pp | 80.3%+15.2pp |
| Annual return | 13.72% | 58.23%-44.5pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,811 | $4,420-36.4% | $3,941-28.7% | $4,662-39.7% |
| Participant deferral / active EE | $8,453 | $8,459-0.1% | $8,090+4.5% | $6,690+26.4% |
| Admin fee / account holder | $10,400 | $9,698+7.2% | $7,904+31.6% | $13,392-22.3% |