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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 | $211,543 | $124,346+70.1% | $111,306+90.1% | $167,553+26.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 13.69% | 37.46%-23.8pp | 54.67%-41.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $7,545 | $3,438+119.5% | $2,732+176.2% | $4,840+55.9% |
| Participant deferral / active EE | $8,454 | $5,182+63.1% | $4,488+88.4% | $6,343+33.3% |
| Admin fee / account holder | $9,421 | $10,623-11.3% | $7,966+18.3% | $12,316-23.5% |