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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 | $224,285 | $165,399+35.6% | $149,745+49.8% | $158,982+41.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 17.72% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $9,726 | $5,105+90.5% | $4,646+109.4% | $4,763+104.2% |
| Participant deferral / active EE | $8,402 | $7,183+17.0% | $6,843+22.8% | $5,983+40.4% |
| Admin fee / account holder | $6,167 | $10,811-43.0% | $9,312-33.8% | $11,252-45.2% |