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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 | $142,354+67.9% | $125,529+90.4% | $155,188+54.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.7%+11.0pp | 80.8%+4.9pp |
| Annual return | 12.66% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,982 | $3,501-43.4% | $3,058-35.2% | $4,248-53.3% |
| Participant deferral / active EE | $6,676 | $5,491+21.6% | $4,813+38.7% | $6,531+2.2% |
| Admin fee / account holder | $2,357 | $19,392-87.8% | $16,298-85.5% | $14,480-83.7% |