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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 | $210,822 | $129,737+62.5% | $119,126+77.0% | $154,746+36.2% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 16.06% | 379.08%-363.0pp | 282.11%-266.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,716 | $4,375-37.9% | $4,034-32.7% | $4,379-38.0% |
| Participant deferral / active EE | $10,507 | $5,842+79.8% | $5,318+97.6% | $6,730+56.1% |
| Admin fee / account holder | $1,137 | $11,961-90.5% | $10,693-89.4% | $14,365-92.1% |