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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 | $232,637 | $148,623+56.5% | $135,974+71.1% | $139,466+66.8% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 12.36% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $13,092 | $5,246+149.5% | $4,859+169.4% | $4,754+175.4% |
| Participant deferral / active EE | $4,663 | $8,103-42.4% | $7,760-39.9% | $6,712-30.5% |
| Admin fee / account holder | $1,407 | $12,406-88.7% | $10,767-86.9% | $11,409-87.7% |