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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 | $241,330 | $150,346+60.5% | $120,524+100.2% | $145,877+65.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 12.33% | 154.40%-142.1pp | 107.36%-95.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,649 | $4,353-16.2% | $3,469+5.2% | $4,663-21.7% |
| Participant deferral / active EE | $7,669 | $6,172+24.2% | $4,994+53.6% | $6,691+14.6% |
| Admin fee / account holder | $12,966 | $12,215+6.1% | $9,440+37.4% | $13,402-3.3% |