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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 | $191,409 | $125,778+52.2% | $114,563+67.1% | $154,746+23.7% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.9%+16.6pp | 80.7%+8.8pp |
| Annual return | 13.90% | 295.14%-281.2pp | 241.09%-227.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,096 | $2,806+10.3% | $2,592+19.4% | $4,379-29.3% |
| Participant deferral / active EE | $8,446 | $4,445+90.0% | $4,142+103.9% | $6,730+25.5% |
| Admin fee / account holder | $1,146 | $8,190-86.0% | $7,623-85.0% | $14,365-92.0% |