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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 | $232,688 | $138,076+68.5% | $123,553+88.3% | $135,380+71.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 7.02% | 153.70%-146.7pp | 119.21%-112.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $7,611 | $5,152+47.7% | $4,628+64.4% | $4,779+59.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,724 | $10,917-75.0% | $9,284-70.7% | $10,828-74.8% |