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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 | $110,337+112.9% | $102,383+129.5% | $145,877+61.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.81% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,584 | $4,216-15.0% | $3,870-7.4% | $4,663-23.1% |
| Participant deferral / active EE | $12,168 | $5,621+116.5% | $5,060+140.5% | $6,691+81.9% |
| Admin fee / account holder | $3,299 | $9,750-66.2% | $8,391-60.7% | $13,402-75.4% |