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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 | $204,127 | $118,708+72.0% | $98,920+106.4% | $158,966+28.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 14.85% | 372.49%-357.6pp | 196.47%-181.6pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,374 | $3,334+1.2% | $2,689+25.5% | $4,762-29.2% |
| Participant deferral / active EE | $10,385 | $5,089+104.1% | $4,245+144.7% | $5,983+73.6% |
| Admin fee / account holder | $1,265 | $10,134-87.5% | $6,643-81.0% | $11,250-88.8% |