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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 | $221,811 | $183,592+20.8% | $155,574+42.6% | $145,877+52.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.29% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $19,330 | $5,317+263.6% | $4,676+313.4% | $4,663+314.5% |
| Participant deferral / active EE | $9,219 | $6,466+42.6% | $5,629+63.8% | $6,691+37.8% |
| Admin fee / account holder | $8,694 | $19,316-55.0% | $15,914-45.4% | $13,402-35.1% |