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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 | $125,190+91.1% | $105,624+126.5% | $145,897+64.0% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 14.10% | 225.22%-211.1pp | 116.20%-102.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,979 | $3,720+7.0% | $3,168+25.6% | $4,663-14.7% |
| Participant deferral / active EE | $7,408 | $5,716+29.6% | $5,013+47.8% | $6,689+10.8% |
| Admin fee / account holder | $3,537 | $17,138-79.4% | $10,961-67.7% | $13,390-73.6% |