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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 | $247,147 | $102,595+140.9% | $94,057+162.8% | $154,746+59.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 12.94% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,182 | $3,147+64.6% | $2,933+76.7% | $4,379+18.3% |
| Participant deferral / active EE | $12,658 | $5,118+147.3% | $4,709+168.8% | $6,730+88.1% |
| Admin fee / account holder | $10,909 | $7,736+41.0% | $7,244+50.6% | $14,365-24.1% |