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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 | $220,699 | $154,209+43.1% | $130,062+69.7% | $139,487+58.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.27% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $10,989 | $5,292+107.6% | $4,322+154.3% | $4,755+131.1% |
| Participant deferral / active EE | $8,120 | $6,709+21.0% | $5,821+39.5% | $6,713+21.0% |
| Admin fee / account holder | $32,437 | $13,988+131.9% | $10,601+206.0% | $11,407+184.4% |