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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 | $117,829+101.1% | $102,423+131.4% | $145,877+62.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.93% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,649 | $3,615-26.7% | $3,023-12.4% | $4,663-43.2% |
| Participant deferral / active EE | $7,082 | $5,732+23.5% | $5,054+40.1% | $6,691+5.9% |
| Admin fee / account holder | $10,721 | $13,335-19.6% | $9,455+13.4% | $13,402-20.0% |