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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 | $234,411 | $112,131+109.1% | $95,964+144.3% | $158,982+47.4% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 14.04% | 171.19%-157.2pp | 91.64%-77.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $11,014 | $3,199+244.3% | $2,541+333.4% | $4,763+131.3% |
| Participant deferral / active EE | $7,059 | $4,784+47.5% | $4,167+69.4% | $5,983+18.0% |
| Admin fee / account holder | $15,057 | $10,136+48.5% | $6,797+121.5% | $11,252+33.8% |