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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 | $228,908 | $129,737+76.4% | $119,126+92.2% | $154,746+47.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 12.85% | 379.08%-366.2pp | 282.11%-269.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,132 | $4,375-51.3% | $4,034-47.1% | $4,379-51.3% |
| Participant deferral / active EE | $10,877 | $5,842+86.2% | $5,318+104.5% | $6,730+61.6% |
| Admin fee / account holder | $8,298 | $11,961-30.6% | $10,693-22.4% | $14,365-42.2% |