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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 | $137,351 | $87,733+56.6% | $106,555+28.9% | $85,847+60.0% |
| Participation rate | 90.0% | 71.9%+18.1pp | 76.1%+13.9pp | 69.3%+20.7pp |
| Annual return | 13.37% | 21.86%-8.5pp | 26.80%-13.4pp | 318.61%-305.2pp |
| Employer contribution / active EE | $10,490 | $2,073+406.1% | $2,819+272.1% | $2,565+308.9% |
| Participant deferral / active EE | $7,096 | $3,469+104.5% | $4,399+61.3% | $3,952+79.5% |
| Admin fee / account holder | $3,391 | $6,767-49.9% | $7,408-54.2% | $6,261-45.8% |