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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 | $239,256 | $125,237+91.0% | $105,608+126.6% | $145,877+64.0% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 14.10% | 225.76%-211.7pp | 116.50%-102.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,979 | $3,720+7.0% | $3,167+25.6% | $4,663-14.7% |
| Participant deferral / active EE | $7,408 | $5,711+29.7% | $5,010+47.9% | $6,691+10.7% |
| Admin fee / account holder | $3,537 | $17,287-79.5% | $11,028-67.9% | $13,402-73.6% |