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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 | $226,195 | $125,190+80.7% | $105,624+114.2% | $145,897+55.0% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 12.26% | 225.22%-213.0pp | 116.20%-103.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,379 | $3,720-36.1% | $3,168-24.9% | $4,663-49.0% |
| Participant deferral / active EE | $11,924 | $5,716+108.6% | $5,013+137.9% | $6,689+78.3% |
| Admin fee / account holder | $5,183 | $17,138-69.8% | $10,961-52.7% | $13,390-61.3% |