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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 | $242,920 | $154,209+57.5% | $130,062+86.8% | $139,487+74.2% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 22.86% | 32.52%-9.7pp | -137.37%+160.2pp | 373.84%-351.0pp |
| Employer contribution / active EE | $4,936 | $5,292-6.7% | $4,322+14.2% | $4,755+3.8% |
| Participant deferral / active EE | $10,576 | $6,709+57.6% | $5,821+81.7% | $6,713+57.5% |
| Admin fee / account holder | $27,020 | $13,988+93.2% | $10,601+154.9% | $11,407+136.9% |