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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 | $221,305 | $129,737+70.6% | $119,126+85.8% | $154,746+43.0% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 15.44% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,674 | $4,375-38.9% | $4,034-33.7% | $4,379-38.9% |
| Participant deferral / active EE | $7,262 | $5,842+24.3% | $5,318+36.6% | $6,730+7.9% |
| Admin fee / account holder | $16,044 | $11,961+34.1% | $10,693+50.0% | $14,365+11.7% |