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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 | $238,972 | $132,634+80.2% | $115,768+106.4% | $137,256+74.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 12.66% | 160.70%-148.0pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,982 | $3,360-41.0% | $2,940-32.6% | $4,156-52.3% |
| Participant deferral / active EE | $6,676 | $5,619+18.8% | $4,917+35.8% | $6,407+4.2% |
| Admin fee / account holder | $2,357 | $15,028-84.3% | $12,439-81.1% | $12,270-80.8% |