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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 | $231,236 | $227,633+1.6% | $189,597+22.0% | $167,553+38.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 20.32% | 78.45%-58.1pp | 64.20%-43.9pp | 478.89%-458.6pp |
| Employer contribution / active EE | $10,584 | $5,317+99.1% | $4,412+139.9% | $4,840+118.7% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,923 | $11,879-75.4% | $9,807-70.2% | $12,316-76.3% |