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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 | $166,131+35.2% | $164,975+36.2% | $145,877+54.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.17% | 100.37%-90.2pp | 70.12%-59.9pp | 551.28%-541.1pp |
| Employer contribution / active EE | $18,583 | $5,276+252.2% | $4,343+327.9% | $4,663+298.5% |
| Participant deferral / active EE | $10,167 | $6,962+46.0% | $6,033+68.5% | $6,691+52.0% |
| Admin fee / account holder | $2,638 | $16,648-84.2% | $12,688-79.2% | $13,402-80.3% |