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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 | $235,722 | $118,869+98.3% | $96,575+144.1% | $167,518+40.7% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 12.01% | 50.49%-38.5pp | 37.79%-25.8pp | 478.71%-466.7pp |
| Employer contribution / active EE | $8,713 | $3,120+179.3% | $2,357+269.7% | $4,838+80.1% |
| Participant deferral / active EE | $4,806 | $4,616+4.1% | $3,849+24.9% | $6,342-24.2% |
| Admin fee / account holder | $17,760 | $8,067+120.2% | $6,182+187.3% | $12,312+44.2% |