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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 | $231,326 | $176,105+31.4% | $159,474+45.1% | $167,536+38.1% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.59% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $11,712 | $5,299+121.0% | $4,831+142.4% | $4,839+142.0% |
| Participant deferral / active EE | $18,794 | $7,751+142.5% | $7,353+155.6% | $6,342+196.3% |
| Admin fee / account holder | $55,559 | $12,559+342.4% | $10,802+414.3% | $12,315+351.2% |