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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 | $205,720 | $110,410+86.3% | $102,437+100.8% | $145,897+41.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.42% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $10,754 | $4,217+155.0% | $3,871+177.8% | $4,663+130.6% |
| Participant deferral / active EE | $7,817 | $5,622+39.0% | $5,060+54.5% | $6,689+16.9% |
| Admin fee / account holder | $465 | $9,745-95.2% | $8,388-94.5% | $13,390-96.5% |