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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 | $180,387 | $232,540-22.4% | $185,117-2.6% | $147,586+22.2% |
| Participation rate | 88.2% | 82.4%+5.9pp | 77.3%+11.0pp | 82.8%+5.4pp |
| Annual return | 17.41% | 43.03%-25.6pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $10,398 | $5,195+100.2% | $4,182+148.7% | $4,876+113.2% |
| Participant deferral / active EE | $7,328 | $5,834+25.6% | $5,045+45.3% | $5,439+34.7% |
| Admin fee / account holder | $306 | $10,275-97.0% | $8,159-96.2% | $10,886-97.2% |