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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 | $174,366 | $112,933+54.4% | $90,970+91.7% | $158,982+9.7% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.6pp |
| Annual return | 9.64% | 215.82%-206.2pp | 134.60%-125.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $6,629 | $2,893+129.1% | $2,122+212.4% | $4,763+39.2% |
| Participant deferral / active EE | $7,156 | $4,128+73.4% | $3,373+112.2% | $5,983+19.6% |
| Admin fee / account holder | $47,199 | $8,047+486.6% | $5,961+691.8% | $11,252+319.5% |