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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 | $233,808 | $129,737+80.2% | $119,126+96.3% | $154,746+51.1% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 13.23% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $12,503 | $4,375+185.8% | $4,034+210.0% | $4,379+185.5% |
| Participant deferral / active EE | $8,352 | $5,842+43.0% | $5,318+57.1% | $6,730+24.1% |
| Admin fee / account holder | $26,580 | $11,961+122.2% | $10,693+148.6% | $14,365+85.0% |