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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 | $214,585 | $149,741+43.3% | $118,914+80.5% | $158,982+35.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+8.9pp |
| Annual return | 18.62% | 19.94%-1.3pp | 35.89%-17.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,835 | $4,119-6.9% | $3,264+17.5% | $4,763-19.5% |
| Participant deferral / active EE | $11,924 | $5,226+128.2% | $4,266+179.5% | $5,983+99.3% |
| Admin fee / account holder | $678 | $8,607-92.1% | $6,582-89.7% | $11,252-94.0% |