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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 | $219,598 | $124,980+75.7% | $108,359+102.7% | $154,746+41.9% |
| Participation rate | 94.4% | 75.2%+19.3pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 17.28% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $10,983 | $2,851+285.3% | $2,399+357.7% | $4,379+150.8% |
| Participant deferral / active EE | $6,542 | $4,743+37.9% | $4,137+58.1% | $6,730-2.8% |
| Admin fee / account holder | $680 | $11,502-94.1% | $9,741-93.0% | $14,365-95.3% |