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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 | $212,380 | $96,123+120.9% | $77,361+174.5% | $198,609+6.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 75.0%+10.7pp | 82.4%+3.3pp |
| Annual return | 13.91% | 2054.81%-2040.9pp | 1011.54%-997.6pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,654 | $3,791-30.0% | $2,990-11.3% | $5,055-47.5% |
| Participant deferral / active EE | $8,621 | $4,975+73.3% | $3,911+120.4% | $6,977+23.6% |
| Admin fee / account holder | $2,317 | $9,471-75.5% | $5,894-60.7% | $19,030-87.8% |