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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 | $219,737 | $165,399+32.9% | $149,745+46.7% | $158,982+38.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.95% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,253 | $5,105-55.9% | $4,646-51.5% | $4,763-52.7% |
| Participant deferral / active EE | $6,418 | $7,183-10.6% | $6,843-6.2% | $5,983+7.3% |
| Admin fee / account holder | $1,375 | $10,811-87.3% | $9,312-85.2% | $11,252-87.8% |