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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 | $212,500 | $152,592+39.3% | $125,180+69.8% | $152,885+39.0% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.5%-12.5pp |
| Annual return | 21.79% | 54.84%-33.1pp | 43.79%-22.0pp | 345.39%-323.6pp |
| Employer contribution / active EE | $14,640 | $4,947+196.0% | $3,866+278.7% | $4,763+207.4% |
| Participant deferral / active EE | $7,890 | $5,868+34.5% | $4,937+59.8% | $5,851+34.9% |
| Admin fee / account holder | $9,499 | $13,435-29.3% | $9,703-2.1% | $11,598-18.1% |