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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 | $226,060 | $139,948+61.5% | $121,663+85.8% | $154,746+46.1% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.5%+19.6pp | 80.7%+13.4pp |
| Annual return | 15.72% | 230.52%-214.8pp | 147.54%-131.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $9,159 | $3,521+160.1% | $3,020+203.3% | $4,379+109.2% |
| Participant deferral / active EE | $8,310 | $5,629+47.6% | $4,887+70.0% | $6,730+23.5% |
| Admin fee / account holder | $5,972 | $17,321-65.5% | $14,289-58.2% | $14,365-58.4% |