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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 | $235,816 | $183,516+28.5% | $155,534+51.6% | $145,884+61.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.87% | 61.43%-49.6pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,229 | $5,315-76.9% | $4,675-73.7% | $4,662-73.6% |
| Participant deferral / active EE | $7,084 | $6,467+9.6% | $5,630+25.8% | $6,690+5.9% |
| Admin fee / account holder | $67,992 | $19,293+252.4% | $15,900+327.6% | $13,392+407.7% |