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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 | $108,922+123.1% | $100,398+142.1% | $145,978+66.5% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 15.80% | 58.04%-42.2pp | 49.32%-33.5pp | 550.52%-534.7pp |
| Employer contribution / active EE | $1,131 | $4,426-74.4% | $3,946-71.3% | $4,662-75.7% |
| Participant deferral / active EE | $5,694 | $8,450-32.6% | $8,084-29.6% | $6,690-14.9% |
| Admin fee / account holder | $1,679 | $9,680-82.7% | $7,893-78.7% | $13,400-87.5% |