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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 | $195,383 | $117,829+65.8% | $102,423+90.8% | $145,877+33.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.22% | 31.83%-22.6pp | 29.42%-20.2pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,760 | $3,615+4.0% | $3,023+24.4% | $4,663-19.4% |
| Participant deferral / active EE | $11,542 | $5,732+101.4% | $5,054+128.4% | $6,691+72.5% |
| Admin fee / account holder | $1,755 | $13,335-86.8% | $9,455-81.4% | $13,402-86.9% |