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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 | $212,399 | $111,814+90.0% | $93,654+126.8% | $145,959+45.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 15.71% | 203.30%-187.6pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $5,197 | $3,092+68.1% | $2,421+114.7% | $4,661+11.5% |
| Participant deferral / active EE | $16,189 | $4,914+229.4% | $4,413+266.9% | $6,689+142.0% |
| Admin fee / account holder | $5,535 | $10,246-46.0% | $8,282-33.2% | $13,398-58.7% |