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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 | $183,746 | $125,778+46.1% | $114,563+60.4% | $154,746+18.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.9%+4.0pp | 80.7%-3.8pp |
| Annual return | 12.17% | 295.14%-283.0pp | 241.09%-228.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $8,761 | $2,806+212.2% | $2,592+238.0% | $4,379+100.1% |
| Participant deferral / active EE | $8,989 | $4,445+102.2% | $4,142+117.0% | $6,730+33.6% |
| Admin fee / account holder | $3,507 | $8,190-57.2% | $7,623-54.0% | $14,365-75.6% |