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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 | $132,099+68.3% | $115,599+92.4% | $138,895+60.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.3%+17.4pp | 79.9%+11.7pp |
| Annual return | 11.52% | 176.76%-165.2pp | 111.10%-99.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,441 | $3,416-28.5% | $2,955-17.4% | $4,194-41.8% |
| Participant deferral / active EE | $5,874 | $5,617+4.6% | $4,889+20.1% | $6,396-8.2% |
| Admin fee / account holder | $4,049 | $15,650-74.1% | $12,841-68.5% | $12,562-67.8% |