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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 | $183,996 | $108,911+68.9% | $100,392+83.3% | $145,884+26.1% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 11.34% | 58.23%-46.9pp | 49.45%-38.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,412 | $4,420+45.1% | $3,941+62.7% | $4,662+37.5% |
| Participant deferral / active EE | $15,585 | $8,459+84.2% | $8,090+92.6% | $6,690+133.0% |
| Admin fee / account holder | $30,089 | $9,698+210.2% | $7,904+280.7% | $13,392+124.7% |