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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 | $227,396 | $129,737+75.3% | $119,126+90.9% | $154,746+46.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 10.49% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,722 | $4,375-37.8% | $4,034-32.5% | $4,379-37.8% |
| Participant deferral / active EE | $9,500 | $5,842+62.6% | $5,318+78.6% | $6,730+41.2% |
| Admin fee / account holder | $616 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |