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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 | $221,580 | $112,121+97.6% | $95,960+130.9% | $158,966+39.4% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 12.39% | 171.16%-158.8pp | 91.63%-79.2pp | 302.95%-290.6pp |
| Employer contribution / active EE | $3,081 | $3,199-3.7% | $2,541+21.2% | $4,762-35.3% |
| Participant deferral / active EE | $9,421 | $4,784+96.9% | $4,167+126.1% | $5,983+57.5% |
| Admin fee / account holder | $309 | $10,135-96.9% | $6,797-95.4% | $11,250-97.3% |