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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 | $213,068 | $117,895+80.7% | $102,460+108.0% | $145,897+46.0% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 17.62% | 31.92%-14.3pp | 29.47%-11.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $5,231 | $3,619+44.6% | $3,025+72.9% | $4,663+12.2% |
| Participant deferral / active EE | $16,566 | $5,736+188.8% | $5,056+227.6% | $6,689+147.7% |
| Admin fee / account holder | $65,302 | $13,353+389.1% | $9,460+590.3% | $13,390+387.7% |