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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 | $110,379+99.0% | $102,412+114.5% | $145,884+50.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 16.52% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,692 | $4,216-36.1% | $3,870-30.4% | $4,662-42.3% |
| Participant deferral / active EE | $5,490 | $5,622-2.3% | $5,060+8.5% | $6,690-17.9% |
| Admin fee / account holder | $21,310 | $9,745+118.7% | $8,388+154.1% | $13,392+59.1% |