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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 | $244,000 | $111,535+118.8% | $105,223+131.9% | $137,256+77.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.44% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,582 | $3,939-34.5% | $3,689-30.0% | $4,156-37.9% |
| Participant deferral / active EE | $8,608 | $5,500+56.5% | $5,072+69.7% | $6,407+34.4% |
| Admin fee / account holder | $1,971 | $9,721-79.7% | $8,859-77.8% | $12,270-83.9% |