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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 | $205,234 | $110,240+86.2% | $96,544+112.6% | $139,487+47.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 14.05% | 26.41%-12.4pp | 25.88%-11.8pp | 373.84%-359.8pp |
| Employer contribution / active EE | $11,159 | $3,622+208.1% | $2,966+276.2% | $4,755+134.7% |
| Participant deferral / active EE | $15,512 | $5,549+179.5% | $4,851+219.7% | $6,713+131.1% |
| Admin fee / account holder | $531 | $11,602-95.4% | $8,254-93.6% | $11,407-95.3% |