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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 | $198,263 | $110,410+79.6% | $102,437+93.5% | $145,897+35.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.18% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.1pp |
| Employer contribution / active EE | $11,221 | $4,217+166.1% | $3,871+189.9% | $4,663+140.7% |
| Participant deferral / active EE | $9,184 | $5,622+63.4% | $5,060+81.5% | $6,689+37.3% |
| Admin fee / account holder | $3,222 | $9,745-66.9% | $8,388-61.6% | $13,390-75.9% |