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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 | $195,327 | $107,368+81.9% | $92,915+110.2% | $152,909+27.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 23.12% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,747 | $4,222-35.0% | $3,653-24.8% | $4,764-42.3% |
| Participant deferral / active EE | $7,541 | $4,848+55.6% | $4,238+77.9% | $5,851+28.9% |
| Admin fee / account holder | $14,432 | $7,082+103.8% | $5,796+149.0% | $11,601+24.4% |