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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 | $68,097+211.9% | $62,929+237.5% | $137,256+54.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 13.91% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,654 | $2,811-5.6% | $2,505+5.9% | $4,156-36.2% |
| Participant deferral / active EE | $8,621 | $4,553+89.4% | $3,888+121.7% | $6,407+34.6% |
| Admin fee / account holder | $2,317 | $6,521-64.5% | $5,065-54.3% | $12,270-81.1% |