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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 | $238,367 | $118,708+100.8% | $98,920+141.0% | $158,982+49.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 7.36% | 372.49%-365.1pp | 196.47%-189.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $6,475 | $3,334+94.2% | $2,689+140.8% | $4,763+36.0% |
| Participant deferral / active EE | $17,996 | $5,089+253.6% | $4,245+323.9% | $5,983+200.8% |
| Admin fee / account holder | $3,445 | $10,134-66.0% | $6,643-48.1% | $11,252-69.4% |