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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 | $190,460 | $110,212+72.8% | $96,534+97.3% | $139,466+36.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 44.17% | 26.42%+17.8pp | 25.88%+18.3pp | 373.66%-329.5pp |
| Employer contribution / active EE | $2,856 | $3,620-21.1% | $2,965-3.7% | $4,754-39.9% |
| Participant deferral / active EE | $8,245 | $5,547+48.6% | $4,851+70.0% | $6,712+22.8% |
| Admin fee / account holder | $392 | $11,599-96.6% | $8,253-95.3% | $11,409-96.6% |