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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 | $209,393 | $114,119+83.5% | $107,187+95.4% | $138,895+50.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 79.9%+12.4pp |
| Annual return | 18.63% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $9,169 | $4,059+125.9% | $3,782+142.4% | $4,194+118.6% |
| Participant deferral / active EE | $5,029 | $5,538-9.2% | $5,096-1.3% | $6,396-21.4% |
| Admin fee / account holder | $1,396 | $10,024-86.1% | $9,162-84.8% | $12,562-88.9% |