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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 | $219,626 | $110,410+98.9% | $102,437+114.4% | $145,897+50.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 16.52% | 24.85%-8.3pp | 24.95%-8.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,692 | $4,217-36.2% | $3,871-30.4% | $4,663-42.3% |
| Participant deferral / active EE | $5,490 | $5,622-2.3% | $5,060+8.5% | $6,689-17.9% |
| Admin fee / account holder | $21,310 | $9,745+118.7% | $8,388+154.0% | $13,390+59.1% |