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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 | $240,251 | $165,939+44.8% | $122,354+96.4% | $147,586+62.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 24.03% | 34.56%-10.5pp | 30.28%-6.3pp | 578.59%-554.6pp |
| Employer contribution / active EE | $6,236 | $5,754+8.4% | $4,051+53.9% | $4,876+27.9% |
| Participant deferral / active EE | $7,947 | $4,005+98.4% | $3,287+141.7% | $5,439+46.1% |
| Admin fee / account holder | $1,374 | $7,425-81.5% | $5,479-74.9% | $10,886-87.4% |