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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 | $232,478 | $112,131+107.3% | $95,964+142.3% | $158,982+46.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 9.81% | 171.19%-161.4pp | 91.64%-81.8pp | 302.99%-293.2pp |
| Employer contribution / active EE | $10,913 | $3,199+241.1% | $2,541+329.4% | $4,763+129.1% |
| Participant deferral / active EE | $5,778 | $4,784+20.8% | $4,167+38.7% | $5,983-3.4% |
| Admin fee / account holder | $1,544 | $10,136-84.8% | $6,797-77.3% | $11,252-86.3% |