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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 | $208,979 | $115,225+81.4% | $100,712+107.5% | $138,895+50.5% |
| Participation rate | 93.8% | 74.3%+19.4pp | 69.3%+24.5pp | 79.9%+13.8pp |
| Annual return | 13.93% | 40.35%-26.4pp | 33.27%-19.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,746 | $2,771+35.2% | $2,313+62.0% | $4,194-10.7% |
| Participant deferral / active EE | $11,005 | $4,699+134.2% | $4,085+169.4% | $6,396+72.1% |
| Admin fee / account holder | $75,214 | $10,844+593.6% | $9,256+712.6% | $12,562+498.7% |