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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 | $218,316 | $98,766+121.0% | $149,730+45.8% | $79,852+173.4% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.70%-264.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $2,774 | $3,217-13.8% | $4,645-40.3% | $2,471+12.2% |
| Participant deferral / active EE | $9,520 | $5,681+67.6% | $6,843+39.1% | $3,740+154.5% |
| Admin fee / account holder | $14,775 | $6,052+144.1% | $9,310+58.7% | $5,306+178.5% |