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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 | $183,539+20.9% | $155,556+42.6% | $145,897+52.0% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.29% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $19,330 | $5,315+263.7% | $4,675+313.4% | $4,663+314.6% |
| Participant deferral / active EE | $9,219 | $6,467+42.6% | $5,631+63.7% | $6,689+37.8% |
| Admin fee / account holder | $8,694 | $19,275-54.9% | $15,885-45.3% | $13,390-35.1% |