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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 | $213,555 | $111,535+91.5% | $105,223+103.0% | $137,256+55.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 24.31% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $7,262 | $3,939+84.4% | $3,689+96.9% | $4,156+74.7% |
| Participant deferral / active EE | $16,873 | $5,500+206.8% | $5,072+232.7% | $6,407+163.4% |
| Admin fee / account holder | $2,754 | $9,721-71.7% | $8,859-68.9% | $12,270-77.6% |