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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 | $248,725 | $117,846+111.1% | $102,434+142.8% | $145,884+70.5% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 14.91% | 31.90%-17.0pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $8,835 | $3,615+144.4% | $3,023+192.3% | $4,662+89.5% |
| Participant deferral / active EE | $6,918 | $5,733+20.7% | $5,055+36.9% | $6,690+3.4% |
| Admin fee / account holder | $7,618 | $13,356-43.0% | $9,462-19.5% | $13,392-43.1% |