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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 | $202,593 | $88,702+128.4% | $81,780+147.7% | $145,978+38.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.29% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $6,079 | $3,084+97.1% | $2,914+108.6% | $4,662+30.4% |
| Participant deferral / active EE | $11,208 | $4,645+141.3% | $4,321+159.4% | $6,690+67.5% |
| Admin fee / account holder | $4,725 | $8,414-43.9% | $7,384-36.0% | $13,400-64.7% |