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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 | $184,517 | $97,125+90.0% | $86,233+114.0% | $137,256+34.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 13.33% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $9,647 | $2,841+239.5% | $2,504+285.2% | $4,156+132.1% |
| Participant deferral / active EE | $9,275 | $5,180+79.1% | $4,559+103.4% | $6,407+44.8% |
| Admin fee / account holder | $8,500 | $9,725-12.6% | $8,342+1.9% | $12,270-30.7% |