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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 | $237,960 | $183,539+29.7% | $155,556+53.0% | $145,897+63.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.40% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $9,081 | $5,315+70.8% | $4,675+94.2% | $4,663+94.8% |
| Participant deferral / active EE | $3,725 | $6,467-42.4% | $5,631-33.8% | $6,689-44.3% |
| Admin fee / account holder | $4,120 | $19,275-78.6% | $15,885-74.1% | $13,390-69.2% |