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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 | $200,392 | $150,412+33.2% | $120,574+66.2% | $145,884+37.4% |
| Participation rate | 93.3% | 78.8%+14.5pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 9.69% | 154.50%-144.8pp | 107.42%-97.7pp | 551.85%-542.2pp |
| Employer contribution / active EE | $14,316 | $4,355+228.8% | $3,471+312.5% | $4,662+207.1% |
| Participant deferral / active EE | $8,798 | $6,175+42.5% | $4,996+76.1% | $6,690+31.5% |
| Admin fee / account holder | $7,311 | $12,224-40.2% | $9,445-22.6% | $13,392-45.4% |