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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 | $238,232 | $157,296+51.5% | $141,191+68.7% | $152,897+55.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 22.79% | 64.34%-41.6pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $6,314 | $5,262+20.0% | $4,736+33.3% | $4,764+32.6% |
| Participant deferral / active EE | $11,176 | $7,111+57.2% | $6,710+66.6% | $5,851+91.0% |
| Admin fee / account holder | $4,528 | $12,125-62.7% | $10,264-55.9% | $11,599-61.0% |