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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 | $166,020+35.3% | $164,866+36.3% | $145,959+53.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.17% | 100.08%-89.9pp | 69.97%-59.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $18,583 | $5,275+252.3% | $4,343+327.9% | $4,661+298.7% |
| Participant deferral / active EE | $10,167 | $6,961+46.1% | $6,033+68.5% | $6,689+52.0% |
| Admin fee / account holder | $2,638 | $16,644-84.1% | $12,689-79.2% | $13,398-80.3% |