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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 | $230,735 | $157,296+46.7% | $141,191+63.4% | $152,897+50.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 22.16% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,889 | $5,262-45.1% | $4,736-39.0% | $4,764-39.4% |
| Participant deferral / active EE | $9,673 | $7,111+36.0% | $6,710+44.2% | $5,851+65.3% |
| Admin fee / account holder | $10,294 | $12,125-15.1% | $10,264+0.3% | $11,599-11.3% |