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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 | $230,785 | $108,897+111.9% | $100,378+129.9% | $145,877+58.2% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 10.91% | 58.17%-47.3pp | 49.41%-38.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $15,290 | $4,420+245.9% | $3,942+287.9% | $4,663+227.9% |
| Participant deferral / active EE | $10,059 | $8,455+19.0% | $8,087+24.4% | $6,691+50.3% |
| Admin fee / account holder | $10,364 | $9,690+7.0% | $7,899+31.2% | $13,402-22.7% |