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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 | $188,988 | $118,708+59.2% | $98,920+91.1% | $158,982+18.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 12.69% | 372.49%-359.8pp | 196.47%-183.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,467 | $3,334-26.0% | $2,689-8.3% | $4,763-48.2% |
| Participant deferral / active EE | $6,282 | $5,089+23.4% | $4,245+48.0% | $5,983+5.0% |
| Admin fee / account holder | $948 | $10,134-90.6% | $6,643-85.7% | $11,252-91.6% |