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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 | $232,953 | $106,918+117.9% | $84,021+177.3% | $152,897+52.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 14.17% | 105.01%-90.8pp | 71.32%-57.2pp | 345.43%-331.3pp |
| Employer contribution / active EE | $1,499 | $2,735-45.2% | $1,984-24.4% | $4,764-68.5% |
| Participant deferral / active EE | $4,179 | $4,012+4.1% | $3,239+29.0% | $5,851-28.6% |
| Admin fee / account holder | $7,656 | $8,288-7.6% | $6,102+25.5% | $11,599-34.0% |