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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 | $221,811 | $183,592+20.8% | $155,567+42.6% | $145,959+52.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 12.29% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.7pp |
| Employer contribution / active EE | $19,330 | $5,315+263.7% | $4,674+313.6% | $4,661+314.7% |
| Participant deferral / active EE | $9,219 | $6,464+42.6% | $5,628+63.8% | $6,689+37.8% |
| Admin fee / account holder | $8,694 | $19,318-55.0% | $15,916-45.4% | $13,398-35.1% |