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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 | $244,645 | $114,199+114.2% | $119,237+105.2% | $167,553+46.0% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.7%+4.8pp | 82.1%+5.4pp |
| Annual return | 11.49% | 29.88%-18.4pp | 30.70%-19.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $6,199 | $4,480+38.4% | $4,383+41.4% | $4,840+28.1% |
| Participant deferral / active EE | $13,038 | $6,086+114.2% | $6,112+113.3% | $6,343+105.6% |
| Admin fee / account holder | $590 | $8,939-93.4% | $7,229-91.8% | $12,316-95.2% |