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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 | $211,723 | $115,814+82.8% | $101,275+109.1% | $158,982+33.2% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 16.22% | 56.16%-39.9pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $17,249 | $4,176+313.1% | $3,660+371.3% | $4,763+262.2% |
| Participant deferral / active EE | $6,979 | $4,958+40.8% | $4,371+59.7% | $5,983+16.6% |
| Admin fee / account holder | $5,431 | $7,249-25.1% | $5,948-8.7% | $11,252-51.7% |