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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 | $215,550 | $116,203+85.5% | $93,621+130.2% | $152,897+41.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.8%+15.8pp | 82.5%+9.2pp |
| Annual return | 23.85% | 35.96%-12.1pp | 32.76%-8.9pp | 345.43%-321.6pp |
| Employer contribution / active EE | $4,370 | $3,219+35.8% | $2,719+60.7% | $4,764-8.3% |
| Participant deferral / active EE | $7,917 | $4,605+71.9% | $4,070+94.5% | $5,851+35.3% |
| Admin fee / account holder | $8,861 | $10,751-17.6% | $7,890+12.3% | $11,599-23.6% |