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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 | $216,509 | $112,131+93.1% | $95,964+125.6% | $158,982+36.2% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 16.26% | 171.19%-154.9pp | 91.64%-75.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,603 | $3,199-18.6% | $2,541+2.4% | $4,763-45.3% |
| Participant deferral / active EE | $8,015 | $4,784+67.5% | $4,167+92.3% | $5,983+33.9% |
| Admin fee / account holder | $9,121 | $10,136-10.0% | $6,797+34.2% | $11,252-18.9% |