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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 | $242,685 | $129,737+87.1% | $119,126+103.7% | $154,746+56.8% |
| Participation rate | 95.8% | 78.9%+17.0pp | 75.8%+20.1pp | 80.7%+15.1pp |
| Annual return | 10.50% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $6,971 | $4,375+59.3% | $4,034+72.8% | $4,379+59.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,101 | $11,961-65.7% | $10,693-61.6% | $14,365-71.4% |