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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 | $111,785+108.0% | $93,669+148.2% | $145,877+59.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.58% | 203.79%-194.2pp | 133.59%-124.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $6,861 | $3,096+121.6% | $2,424+183.1% | $4,663+47.1% |
| Participant deferral / active EE | $5,432 | $4,919+10.4% | $4,416+23.0% | $6,691-18.8% |
| Admin fee / account holder | $569 | $10,256-94.4% | $8,291-93.1% | $13,402-95.8% |