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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 | $243,023 | $108,942+123.1% | $100,415+142.0% | $145,897+66.6% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 15.80% | 58.27%-42.5pp | 49.47%-33.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,131 | $4,422-74.4% | $3,943-71.3% | $4,663-75.7% |
| Participant deferral / active EE | $5,694 | $8,461-32.7% | $8,091-29.6% | $6,689-14.9% |
| Admin fee / account holder | $1,679 | $9,702-82.7% | $7,906-78.8% | $13,390-87.5% |