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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 | $236,976 | $117,895+101.0% | $102,460+131.3% | $145,897+62.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.93% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,649 | $3,619-26.8% | $3,025-12.4% | $4,663-43.2% |
| Participant deferral / active EE | $7,082 | $5,736+23.5% | $5,056+40.1% | $6,689+5.9% |
| Admin fee / account holder | $10,721 | $13,353-19.7% | $9,460+13.3% | $13,390-19.9% |