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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 | $237,471 | $165,939+43.1% | $122,354+94.1% | $147,586+60.9% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 97.36% | 34.56%+62.8pp | 30.28%+67.1pp | 578.59%-481.2pp |
| Employer contribution / active EE | $6,099 | $5,754+6.0% | $4,051+50.6% | $4,876+25.1% |
| Participant deferral / active EE | $8,873 | $4,005+121.5% | $3,287+169.9% | $5,439+63.1% |
| Admin fee / account holder | $1,054 | $7,425-85.8% | $5,479-80.8% | $10,886-90.3% |