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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 | $158,160 | $111,787+41.5% | $93,681+68.8% | $145,978+8.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 7.90% | 203.52%-195.6pp | 133.47%-125.6pp | 550.52%-542.6pp |
| Employer contribution / active EE | $5,488 | $3,093+77.4% | $2,422+126.6% | $4,662+17.7% |
| Participant deferral / active EE | $11,000 | $4,918+123.7% | $4,415+149.2% | $6,690+64.4% |
| Admin fee / account holder | $1,738 | $10,256-83.1% | $8,290-79.0% | $13,400-87.0% |