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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 | $228,816 | $148,629+54.0% | $135,982+68.3% | $139,487+64.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 15.64% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $8,492 | $5,247+61.9% | $4,859+74.8% | $4,755+78.6% |
| Participant deferral / active EE | $7,384 | $8,102-8.9% | $7,760-4.8% | $6,713+10.0% |
| Admin fee / account holder | $4,115 | $12,406-66.8% | $10,767-61.8% | $11,407-63.9% |