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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 | $225,275 | $183,627+22.7% | $155,602+44.8% | $145,978+54.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.32%-52.3pp | 64.81%-55.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,463 | $5,316-72.5% | $4,675-68.7% | $4,662-68.6% |
| Participant deferral / active EE | $3,955 | $6,466-38.8% | $5,629-29.7% | $6,690-40.9% |
| Admin fee / account holder | $11,898 | $19,327-38.4% | $15,923-25.3% | $13,400-11.2% |