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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 | $245,908 | $209,422+17.4% | $178,503+37.8% | $158,982+54.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 10.09% | 188.81%-178.7pp | 151.12%-141.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,276 | $5,707-60.1% | $5,011-54.6% | $4,763-52.2% |
| Participant deferral / active EE | $6,206 | $5,955+4.2% | $5,202+19.3% | $5,983+3.7% |
| Admin fee / account holder | $8,049 | $17,079-52.9% | $13,987-42.5% | $11,252-28.5% |