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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 | $242,658 | $148,623+63.3% | $135,974+78.5% | $139,466+74.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.24% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $4,507 | $5,246-14.1% | $4,859-7.2% | $4,754-5.2% |
| Participant deferral / active EE | $11,117 | $8,103+37.2% | $7,760+43.3% | $6,712+65.6% |
| Admin fee / account holder | $1,039 | $12,406-91.6% | $10,767-90.4% | $11,409-90.9% |