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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 | $215,486 | $107,363+100.7% | $92,909+131.9% | $152,897+40.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 21.58% | 145.63%-124.0pp | 109.44%-87.9pp | 345.43%-323.8pp |
| Employer contribution / active EE | $991 | $4,222-76.5% | $3,653-72.9% | $4,764-79.2% |
| Participant deferral / active EE | $9,605 | $4,848+98.1% | $4,238+126.6% | $5,851+64.2% |
| Admin fee / account holder | $116,939 | $7,082+1551.3% | $5,795+1917.9% | $11,599+908.2% |