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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 | $183,592+25.6% | $155,574+48.2% | $145,877+58.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 11.38% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $9,620 | $5,317+80.9% | $4,676+105.7% | $4,663+106.3% |
| Participant deferral / active EE | $7,391 | $6,466+14.3% | $5,629+31.3% | $6,691+10.5% |
| Admin fee / account holder | $4,864 | $19,316-74.8% | $15,914-69.4% | $13,402-63.7% |