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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 | $185,693 | $99,921+85.8% | $85,009+118.4% | $145,959+27.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 22.53% | 83.89%-61.4pp | 66.47%-43.9pp | 561.95%-539.4pp |
| Employer contribution / active EE | $3,032 | $3,233-6.2% | $2,728+11.1% | $4,661-34.9% |
| Participant deferral / active EE | $13,525 | $5,293+155.5% | $4,522+199.1% | $6,689+102.2% |
| Admin fee / account holder | $1,751 | $7,252-75.9% | $6,153-71.5% | $13,398-86.9% |