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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 | $209,534 | $118,875+76.3% | $96,572+117.0% | $167,553+25.1% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 14.52% | 50.50%-36.0pp | 37.79%-23.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $8,057 | $3,121+158.2% | $2,357+241.8% | $4,840+66.5% |
| Participant deferral / active EE | $9,953 | $4,617+115.6% | $3,850+158.6% | $6,343+56.9% |
| Admin fee / account holder | $18,646 | $8,070+131.1% | $6,183+201.6% | $12,316+51.4% |