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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 | $230,580 | $183,539+25.6% | $155,556+48.2% | $145,897+58.0% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 11.38% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $9,620 | $5,315+81.0% | $4,675+105.7% | $4,663+106.3% |
| Participant deferral / active EE | $7,391 | $6,467+14.3% | $5,631+31.3% | $6,689+10.5% |
| Admin fee / account holder | $4,864 | $19,275-74.8% | $15,885-69.4% | $13,390-63.7% |