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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 | $232,475 | $111,878+107.8% | $93,727+148.0% | $145,897+59.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.58% | 204.28%-194.7pp | 133.83%-124.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $6,861 | $3,092+121.9% | $2,421+183.4% | $4,663+47.2% |
| Participant deferral / active EE | $5,432 | $4,920+10.4% | $4,417+23.0% | $6,689-18.8% |
| Admin fee / account holder | $569 | $10,256-94.4% | $8,292-93.1% | $13,390-95.7% |