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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 | $227,329 | $185,830+22.3% | $170,004+33.7% | $139,427+63.0% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 16.94% | 60.52%-43.6pp | 53.39%-36.4pp | 373.27%-356.3pp |
| Employer contribution / active EE | $6,426 | $7,591-15.3% | $6,786-5.3% | $4,752+35.2% |
| Participant deferral / active EE | $8,836 | $11,622-24.0% | $10,408-15.1% | $6,711+31.7% |
| Admin fee / account holder | $6,245 | $15,381-59.4% | $12,816-51.3% | $11,404-45.2% |