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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 | $235,200 | $137,414+71.2% | $189,537+24.1% | $85,847+174.0% |
| Participation rate | 84.7% | 84.6%+0.1pp | 87.8%-3.1pp | 69.3%+15.4pp |
| Annual return | 16.87% | 38.14%-21.3pp | 555.34%-538.5pp | 318.61%-301.7pp |
| Employer contribution / active EE | $20,949 | $4,344+382.2% | $6,161+240.0% | $2,565+716.6% |
| Participant deferral / active EE | $9,170 | $6,260+46.5% | $8,220+11.6% | $3,952+132.0% |
| Admin fee / account holder | $18,429 | $8,630+113.6% | $12,048+53.0% | $6,261+194.4% |