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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 | $237,178 | $124,980+89.8% | $108,359+118.9% | $154,746+53.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 25.96% | 45.00%-19.0pp | 36.89%-10.9pp | 172.34%-146.4pp |
| Employer contribution / active EE | $1,848 | $2,851-35.2% | $2,399-23.0% | $4,379-57.8% |
| Participant deferral / active EE | $9,957 | $4,743+109.9% | $4,137+140.7% | $6,730+47.9% |
| Admin fee / account holder | $816 | $11,502-92.9% | $9,741-91.6% | $14,365-94.3% |