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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 | $239,492 | $125,193+91.3% | $105,591+126.8% | $145,978+64.1% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 9.70% | 225.53%-215.8pp | 116.43%-106.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $3,198 | $3,718-14.0% | $3,166+1.0% | $4,662-31.4% |
| Participant deferral / active EE | $6,396 | $5,708+12.0% | $5,008+27.7% | $6,690-4.4% |
| Admin fee / account holder | $1,876 | $17,277-89.1% | $11,024-83.0% | $13,400-86.0% |