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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 | $196,493 | $117,895+66.7% | $102,460+91.8% | $145,897+34.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.33% | 31.92%-22.6pp | 29.47%-20.1pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,230 | $3,619-10.8% | $3,025+6.8% | $4,663-30.7% |
| Participant deferral / active EE | $7,067 | $5,736+23.2% | $5,056+39.8% | $6,689+5.6% |
| Admin fee / account holder | $23,903 | $13,353+79.0% | $9,460+152.7% | $13,390+78.5% |