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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 | $224,324 | $95,415+135.1% | $185,851+20.7% | $85,851+161.3% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.2pp | 69.3%+11.2pp |
| Annual return | 15.93% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $2,329 | $3,314-29.7% | $5,168-54.9% | $2,565-9.2% |
| Participant deferral / active EE | $4,406 | $3,424+28.7% | $5,569-20.9% | $3,952+11.5% |
| Admin fee / account holder | $9,770 | $7,215+35.4% | $16,245-39.9% | $6,261+56.1% |