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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 | $245,753 | $124,346+97.6% | $111,308+120.8% | $167,536+46.7% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 12.65% | 37.45%-24.8pp | 54.67%-42.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $8,205 | $3,437+138.7% | $2,732+200.3% | $4,839+69.6% |
| Participant deferral / active EE | $5,852 | $5,182+12.9% | $4,487+30.4% | $6,342-7.7% |
| Admin fee / account holder | $1,751 | $10,621-83.5% | $7,965-78.0% | $12,315-85.8% |