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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 | $230,785 | $108,922+111.9% | $100,398+129.9% | $145,978+58.1% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 10.91% | 58.04%-47.1pp | 49.32%-38.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $15,290 | $4,426+245.5% | $3,946+287.5% | $4,662+228.0% |
| Participant deferral / active EE | $10,059 | $8,450+19.0% | $8,084+24.4% | $6,690+50.4% |
| Admin fee / account holder | $10,364 | $9,680+7.1% | $7,893+31.3% | $13,400-22.7% |