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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 | $76,368+178.1% | $67,681+213.8% | $154,746+37.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 13.91% | 1066.77%-1052.9pp | 590.58%-576.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,654 | $3,151-15.8% | $2,678-0.9% | $4,379-39.4% |
| Participant deferral / active EE | $8,621 | $4,824+78.7% | $3,976+116.8% | $6,730+28.1% |
| Admin fee / account holder | $2,317 | $8,559-72.9% | $6,100-62.0% | $14,365-83.9% |