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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 | $205,101 | $162,821+26.0% | $133,978+53.1% | $158,982+29.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 19.79% | 41.95%-22.2pp | 45.10%-25.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,615 | $4,976-47.4% | $3,919-33.3% | $4,763-45.1% |
| Participant deferral / active EE | $11,952 | $5,910+102.2% | $5,047+136.8% | $5,983+99.7% |
| Admin fee / account holder | $1,341 | $11,742-88.6% | $8,930-85.0% | $11,252-88.1% |