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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 | $207,081 | $141,004+46.9% | $112,273+84.4% | $139,466+48.5% |
| Participation rate | 85.0% | 79.2%+5.8pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 13.58% | 32.75%-19.2pp | 30.23%-16.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $11,874 | $4,285+177.1% | $3,431+246.0% | $4,754+149.8% |
| Participant deferral / active EE | $6,722 | $5,878+14.4% | $4,800+40.1% | $6,712+0.2% |
| Admin fee / account holder | $6,569 | $9,959-34.0% | $7,752-15.3% | $11,409-42.4% |