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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 | $218,623 | $129,737+68.5% | $119,126+83.5% | $154,746+41.3% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 12.95% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,050 | $4,375-76.0% | $4,034-74.0% | $4,379-76.0% |
| Participant deferral / active EE | $5,252 | $5,842-10.1% | $5,318-1.2% | $6,730-22.0% |
| Admin fee / account holder | $2,996 | $11,961-75.0% | $10,693-72.0% | $14,365-79.1% |