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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 | $236,132 | $165,361+42.8% | $149,715+57.7% | $158,950+48.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.72% | 348.24%-335.5pp | 276.66%-263.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $2,308 | $5,103-54.8% | $4,645-50.3% | $4,762-51.5% |
| Participant deferral / active EE | $2,941 | $7,182-59.0% | $6,842-57.0% | $5,983-50.8% |
| Admin fee / account holder | $88,294 | $10,808+716.9% | $9,310+848.4% | $11,248+685.0% |