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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 | $245,824 | $134,817+82.3% | $123,973+98.3% | $155,188+58.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 15.01% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $9,452 | $4,425+113.6% | $4,126+129.1% | $4,248+122.5% |
| Participant deferral / active EE | $8,113 | $5,706+42.2% | $5,247+54.6% | $6,531+24.2% |
| Admin fee / account holder | $1,089 | $13,245-91.8% | $11,799-90.8% | $14,480-92.5% |