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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 | $234,944 | $110,410+112.8% | $102,437+129.4% | $145,897+61.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.81% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,584 | $4,217-15.0% | $3,871-7.4% | $4,663-23.1% |
| Participant deferral / active EE | $12,168 | $5,622+116.4% | $5,060+140.5% | $6,689+81.9% |
| Admin fee / account holder | $3,299 | $9,745-66.1% | $8,388-60.7% | $13,390-75.4% |