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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 | $208,606 | $154,193+35.3% | $130,045+60.4% | $139,466+49.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 19.22% | 32.51%-13.3pp | -137.30%+156.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $9,688 | $5,292+83.1% | $4,321+124.2% | $4,754+103.8% |
| Participant deferral / active EE | $10,361 | $6,709+54.4% | $5,820+78.0% | $6,712+54.4% |
| Admin fee / account holder | $2,241 | $13,989-84.0% | $10,600-78.9% | $11,409-80.4% |