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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 | $233,322 | $172,111+35.6% | $150,298+55.2% | $137,256+70.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.71% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,518 | $4,636-67.3% | $4,154-63.5% | $4,156-63.5% |
| Participant deferral / active EE | $8,209 | $6,166+33.1% | $5,453+50.6% | $6,407+28.1% |
| Admin fee / account holder | $378 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |