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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 | $245,824 | $114,119+115.4% | $107,187+129.3% | $138,895+77.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 15.01% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $9,452 | $4,059+132.9% | $3,782+149.9% | $4,194+125.4% |
| Participant deferral / active EE | $8,113 | $5,538+46.5% | $5,096+59.2% | $6,396+26.8% |
| Admin fee / account holder | $1,089 | $10,024-89.1% | $9,162-88.1% | $12,562-91.3% |