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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 | $190,391 | $126,519+50.5% | $106,201+79.3% | $145,959+30.4% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 10.65% | 225.10%-214.4pp | 116.26%-105.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $3,390 | $3,726-9.0% | $3,170+6.9% | $4,661-27.3% |
| Participant deferral / active EE | $7,812 | $5,716+36.7% | $5,012+55.9% | $6,689+16.8% |
| Admin fee / account holder | $3,742 | $17,312-78.4% | $11,039-66.1% | $13,398-72.1% |