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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 | $222,382 | $132,634+67.7% | $115,768+92.1% | $137,256+62.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 11.52% | 160.70%-149.2pp | 100.46%-88.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,441 | $3,360-27.3% | $2,940-17.0% | $4,156-41.3% |
| Participant deferral / active EE | $5,874 | $5,619+4.6% | $4,917+19.5% | $6,407-8.3% |
| Admin fee / account holder | $4,049 | $15,028-73.1% | $12,439-67.4% | $12,270-67.0% |