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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 | $207,966 | $166,268+25.1% | $165,100+26.0% | $145,897+42.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.90% | 100.52%-87.6pp | 70.21%-57.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,256 | $5,284-19.5% | $4,348-2.1% | $4,663-8.7% |
| Participant deferral / active EE | $10,178 | $6,964+46.1% | $6,035+68.6% | $6,689+52.1% |
| Admin fee / account holder | $24,449 | $16,659+46.8% | $12,696+92.6% | $13,390+82.6% |