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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 | $221,220 | $125,184+76.7% | $105,607+109.5% | $145,884+51.6% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.11% | 225.00%-213.9pp | 116.11%-105.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,887 | $3,720-49.3% | $3,167-40.4% | $4,662-59.5% |
| Participant deferral / active EE | $6,579 | $5,714+15.1% | $5,011+31.3% | $6,690-1.7% |
| Admin fee / account holder | $807 | $17,133-95.3% | $10,958-92.6% | $13,392-94.0% |