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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 | $129,737+64.6% | $119,126+79.3% | $154,746+38.0% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 24.31% | 379.08%-354.8pp | 282.11%-257.8pp | 172.34%-148.0pp |
| Employer contribution / active EE | $7,262 | $4,375+66.0% | $4,034+80.0% | $4,379+65.8% |
| Participant deferral / active EE | $16,873 | $5,842+188.8% | $5,318+217.3% | $6,730+150.7% |
| Admin fee / account holder | $2,754 | $11,961-77.0% | $10,693-74.2% | $14,365-80.8% |