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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 | $233,542 | $175,259+33.3% | $149,723+56.0% | $139,487+67.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 37.48% | 166.82%-129.3pp | 134.50%-97.0pp | 373.84%-336.4pp |
| Employer contribution / active EE | $3,754 | $5,478-31.5% | $4,821-22.1% | $4,755-21.0% |
| Participant deferral / active EE | $8,017 | $6,522+22.9% | $5,682+41.1% | $6,713+19.4% |
| Admin fee / account holder | $7,712 | $16,158-52.3% | $13,215-41.6% | $11,407-32.4% |