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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 | $229,259 | $125,190+83.1% | $105,624+117.1% | $145,897+57.1% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 14.78% | 225.22%-210.4pp | 116.20%-101.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,216 | $3,720+40.2% | $3,168+64.7% | $4,663+11.9% |
| Participant deferral / active EE | $6,687 | $5,716+17.0% | $5,013+33.4% | $6,6890% |
| Admin fee / account holder | $2,093 | $17,138-87.8% | $10,961-80.9% | $13,390-84.4% |