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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 | $224,382 | $117,829+90.4% | $102,423+119.1% | $145,877+53.8% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 24.91% | 31.83%-6.9pp | 29.42%-4.5pp | 551.28%-526.4pp |
| Employer contribution / active EE | $3,061 | $3,615-15.3% | $3,023+1.3% | $4,663-34.3% |
| Participant deferral / active EE | $8,972 | $5,732+56.5% | $5,054+77.5% | $6,691+34.1% |
| Admin fee / account holder | $30,394 | $13,335+127.9% | $9,455+221.5% | $13,402+126.8% |