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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 | $242,531 | $110,379+119.7% | $102,412+136.8% | $145,884+66.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.82% | 24.84%-8.0pp | 24.94%-8.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,332 | $4,216-44.7% | $3,870-39.7% | $4,662-50.0% |
| Participant deferral / active EE | $5,917 | $5,622+5.3% | $5,060+16.9% | $6,690-11.5% |
| Admin fee / account holder | $10,727 | $9,745+10.1% | $8,388+27.9% | $13,392-19.9% |