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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 | $208,666 | $154,209+35.3% | $130,062+60.4% | $139,487+49.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 25.10% | 32.52%-7.4pp | -137.37%+162.5pp | 373.84%-348.7pp |
| Employer contribution / active EE | $2,933 | $5,292-44.6% | $4,322-32.1% | $4,755-38.3% |
| Participant deferral / active EE | $16,500 | $6,709+145.9% | $5,821+183.5% | $6,713+145.8% |
| Admin fee / account holder | $1,245 | $13,988-91.1% | $10,601-88.3% | $11,407-89.1% |