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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 | $237,274 | $124,336+90.8% | $111,303+113.2% | $167,518+41.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 17.76% | 37.45%-19.7pp | 54.66%-36.9pp | 478.71%-460.9pp |
| Employer contribution / active EE | $4,368 | $3,436+27.1% | $2,731+59.9% | $4,838-9.7% |
| Participant deferral / active EE | $6,221 | $5,181+20.1% | $4,487+38.6% | $6,342-1.9% |
| Admin fee / account holder | $789 | $10,623-92.6% | $7,966-90.1% | $12,312-93.6% |