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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 | $241,283 | $211,239+14.2% | $178,528+35.2% | $145,877+65.4% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.15% | 30.22%-21.1pp | 27.11%-18.0pp | 551.28%-542.1pp |
| Employer contribution / active EE | $10,833 | $4,570+137.0% | $3,950+174.2% | $4,663+132.3% |
| Participant deferral / active EE | $2,063 | $6,963-70.4% | $6,278-67.1% | $6,691-69.2% |
| Admin fee / account holder | $6,735 | $12,095-44.3% | $10,419-35.4% | $13,402-49.7% |