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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 | $223,948 | $101,618+120.4% | $93,063+140.6% | $137,256+63.2% |
| Participation rate | 90.5% | 74.9%+15.5pp | 72.1%+18.4pp | 80.0%+10.5pp |
| Annual return | 19.29% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,143 | $2,707+16.1% | $2,476+26.9% | $4,156-24.4% |
| Participant deferral / active EE | $9,480 | $4,279+121.5% | $3,958+139.5% | $6,407+48.0% |
| Admin fee / account holder | $11,377 | $6,198+83.5% | $6,033+88.6% | $12,270-7.3% |