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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 | $132,099+80.9% | $115,599+106.7% | $138,895+72.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 12.66% | 176.76%-164.1pp | 111.10%-98.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,982 | $3,416-42.0% | $2,955-32.9% | $4,194-52.7% |
| Participant deferral / active EE | $6,676 | $5,617+18.8% | $4,889+36.5% | $6,396+4.4% |
| Admin fee / account holder | $2,357 | $15,650-84.9% | $12,841-81.6% | $12,562-81.2% |