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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 | $238,168 | $118,708+100.6% | $98,920+140.8% | $158,982+49.8% |
| Participation rate | 90.5% | 77.8%+12.7pp | 76.0%+14.4pp | 82.0%+8.5pp |
| Annual return | 18.86% | 372.49%-353.6pp | 196.47%-177.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $7,125 | $3,334+113.7% | $2,689+164.9% | $4,763+49.6% |
| Participant deferral / active EE | $7,819 | $5,089+53.6% | $4,245+84.2% | $5,983+30.7% |
| Admin fee / account holder | $1,764 | $10,134-82.6% | $6,643-73.4% | $11,252-84.3% |