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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 | $193,521 | $125,184+54.6% | $105,607+83.2% | $145,884+32.7% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 12.99% | 225.00%-212.0pp | 116.11%-103.1pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,598 | $3,720-30.1% | $3,167-18.0% | $4,662-44.3% |
| Participant deferral / active EE | $5,442 | $5,714-4.8% | $5,011+8.6% | $6,690-18.7% |
| Admin fee / account holder | $2,187 | $17,133-87.2% | $10,958-80.0% | $13,392-83.7% |