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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 | $205,987 | $111,535+84.7% | $105,223+95.8% | $137,256+50.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 14.73% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $10,424 | $3,939+164.6% | $3,689+182.6% | $4,156+150.8% |
| Participant deferral / active EE | $6,353 | $5,500+15.5% | $5,072+25.3% | $6,407-0.8% |
| Admin fee / account holder | $1,593 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |