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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 | $231,908 | $102,385+126.5% | $147,080+57.7% | $80,935+186.5% |
| Participation rate | 81.0% | 75.9%+5.1pp | 82.2%-1.2pp | 67.7%+13.3pp |
| Annual return | 13.86% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $3,447 | $3,717-7.3% | $4,933-30.1% | $2,757+25.0% |
| Participant deferral / active EE | $8,604 | $6,651+29.4% | $8,066+6.7% | $4,299+100.1% |
| Admin fee / account holder | $5,200 | $7,951-34.6% | $12,989-60.0% | $6,924-24.9% |