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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 | $223,067 | $102,595+117.4% | $94,057+137.2% | $154,746+44.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 15.85% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,947 | $3,147-38.1% | $2,933-33.6% | $4,379-55.5% |
| Participant deferral / active EE | $10,948 | $5,118+113.9% | $4,709+132.5% | $6,730+62.7% |
| Admin fee / account holder | $3,551 | $7,736-54.1% | $7,244-51.0% | $14,365-75.3% |