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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 | $220,459 | $142,426+54.8% | $115,167+91.4% | $152,909+44.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 26.16% | 41.48%-15.3pp | 35.60%-9.4pp | 345.46%-319.3pp |
| Employer contribution / active EE | $5,761 | $4,011+43.7% | $3,179+81.2% | $4,764+20.9% |
| Participant deferral / active EE | $10,100 | $5,165+95.6% | $4,169+142.3% | $5,851+72.6% |
| Admin fee / account holder | $1,785 | $8,464-78.9% | $7,089-74.8% | $11,601-84.6% |