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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 | $196,094 | $111,535+75.8% | $105,223+86.4% | $137,256+42.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 13.32% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,956 | $3,939+0.4% | $3,689+7.2% | $4,156-4.8% |
| Participant deferral / active EE | $9,756 | $5,500+77.4% | $5,072+92.4% | $6,407+52.3% |
| Admin fee / account holder | $22,480 | $9,721+131.2% | $8,859+153.8% | $12,270+83.2% |