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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 | $224,661 | $166,268+35.1% | $165,100+36.1% | $145,897+54.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.17% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $18,583 | $5,284+251.7% | $4,348+327.4% | $4,663+298.6% |
| Participant deferral / active EE | $10,167 | $6,964+46.0% | $6,035+68.5% | $6,689+52.0% |
| Admin fee / account holder | $2,638 | $16,659-84.2% | $12,696-79.2% | $13,390-80.3% |