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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 | $219,709 | $112,131+95.9% | $95,964+129.0% | $158,982+38.2% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 10.58% | 171.19%-160.6pp | 91.64%-81.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,236 | $3,199+1.1% | $2,541+27.3% | $4,763-32.1% |
| Participant deferral / active EE | $5,238 | $4,784+9.5% | $4,167+25.7% | $5,983-12.5% |
| Admin fee / account holder | $916 | $10,136-91.0% | $6,797-86.5% | $11,252-91.9% |