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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 | $183,592+29.6% | $155,574+53.0% | $145,877+63.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.40% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $9,081 | $5,317+70.8% | $4,676+94.2% | $4,663+94.7% |
| Participant deferral / active EE | $3,725 | $6,466-42.4% | $5,629-33.8% | $6,691-44.3% |
| Admin fee / account holder | $4,120 | $19,316-78.7% | $15,914-74.1% | $13,402-69.3% |