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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 | $193,784 | $98,766+96.2% | $149,730+29.4% | $79,852+142.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 13.58% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $3,667 | $3,217+14.0% | $4,645-21.1% | $2,471+48.4% |
| Participant deferral / active EE | $9,668 | $5,681+70.2% | $6,843+41.3% | $3,740+158.5% |
| Admin fee / account holder | $1,979 | $6,052-67.3% | $9,310-78.7% | $5,306-62.7% |