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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 | $240,617 | $183,539+31.1% | $155,556+54.7% | $145,897+64.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.89% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,668 | $5,315-12.2% | $4,675-0.2% | $4,663+0.1% |
| Participant deferral / active EE | $9,823 | $6,467+51.9% | $5,631+74.4% | $6,689+46.8% |
| Admin fee / account holder | $1,805 | $19,275-90.6% | $15,885-88.6% | $13,390-86.5% |