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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 | $193,165 | $125,190+54.3% | $105,624+82.9% | $145,897+32.4% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 10.37% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,982 | $3,720-19.8% | $3,168-5.9% | $4,663-36.0% |
| Participant deferral / active EE | $9,385 | $5,716+64.2% | $5,013+87.2% | $6,689+40.3% |
| Admin fee / account holder | $371 | $17,138-97.8% | $10,961-96.6% | $13,390-97.2% |