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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 | $194,320 | $148,623+30.7% | $135,974+42.9% | $139,466+39.3% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 19.61% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $9,771 | $5,246+86.3% | $4,859+101.1% | $4,754+105.5% |
| Participant deferral / active EE | $8,289 | $8,103+2.3% | $7,760+6.8% | $6,712+23.5% |
| Admin fee / account holder | $1,607 | $12,406-87.1% | $10,767-85.1% | $11,409-85.9% |