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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 | $134,817+73.4% | $123,973+88.6% | $155,188+50.7% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.7%+10.3pp | 80.8%+6.2pp |
| Annual return | 13.23% | 515.49%-502.3pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $12,503 | $4,425+182.6% | $4,126+203.1% | $4,248+194.3% |
| Participant deferral / active EE | $8,352 | $5,706+46.4% | $5,247+59.2% | $6,531+27.9% |
| Admin fee / account holder | $26,580 | $13,245+100.7% | $11,799+125.3% | $14,480+83.6% |