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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 | $233,552 | $108,882+114.5% | $96,754+141.4% | $154,746+50.9% |
| Participation rate | 82.6% | 75.1%+7.5pp | 70.3%+12.3pp | 80.7%+1.9pp |
| Annual return | 16.74% | 98.39%-81.6pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,629 | $3,018-46.0% | $2,679-39.2% | $4,379-62.8% |
| Participant deferral / active EE | $7,219 | $5,323+35.6% | $4,758+51.7% | $6,730+7.3% |
| Admin fee / account holder | $693 | $10,200-93.2% | $8,905-92.2% | $14,365-95.2% |