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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 | $213,342 | $81,208+162.7% | $98,920+115.7% | $79,856+167.2% |
| Participation rate | 89.1% | 72.5%+16.6pp | 76.0%+13.1pp | 69.6%+19.5pp |
| Annual return | 14.58% | 60.99%-46.4pp | 196.47%-181.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $761 | $1,960-61.1% | $2,689-71.7% | $2,471-69.2% |
| Participant deferral / active EE | $6,807 | $3,265+108.5% | $4,245+60.3% | $3,741+82.0% |
| Admin fee / account holder | $7,911 | $6,013+31.6% | $6,643+19.1% | $5,306+49.1% |