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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 | $229,526 | $183,539+25.1% | $155,556+47.6% | $145,897+57.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.45% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $4,464 | $5,315-16.0% | $4,675-4.5% | $4,663-4.3% |
| Participant deferral / active EE | $9,007 | $6,467+39.3% | $5,631+60.0% | $6,689+34.6% |
| Admin fee / account holder | $5,565 | $19,275-71.1% | $15,885-65.0% | $13,390-58.4% |