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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 | $210,601 | $117,846+78.7% | $102,434+105.6% | $145,884+44.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 16.38% | 31.90%-15.5pp | 29.46%-13.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,975 | $3,615-45.4% | $3,023-34.7% | $4,662-57.6% |
| Participant deferral / active EE | $11,859 | $5,733+106.8% | $5,055+134.6% | $6,690+77.3% |
| Admin fee / account holder | $2,131 | $13,356-84.0% | $9,462-77.5% | $13,392-84.1% |