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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 | $110,379+86.4% | $102,412+100.9% | $145,884+41.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.42% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $10,754 | $4,216+155.1% | $3,870+177.9% | $4,662+130.7% |
| Participant deferral / active EE | $7,817 | $5,622+39.0% | $5,060+54.5% | $6,690+16.8% |
| Admin fee / account holder | $465 | $9,745-95.2% | $8,388-94.5% | $13,392-96.5% |