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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 | $223,948 | $102,938+117.6% | $94,105+138.0% | $138,895+61.2% |
| Participation rate | 90.5% | 74.6%+15.8pp | 71.9%+18.5pp | 79.9%+10.6pp |
| Annual return | 19.29% | 250.28%-231.0pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,143 | $2,732+15.1% | $2,504+25.5% | $4,194-25.1% |
| Participant deferral / active EE | $9,480 | $4,196+125.9% | $3,881+144.3% | $6,396+48.2% |
| Admin fee / account holder | $11,377 | $6,600+72.4% | $6,199+83.5% | $12,562-9.4% |