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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 | $190,204 | $108,897+74.7% | $100,378+89.5% | $145,877+30.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.35% | 58.17%-45.8pp | 49.41%-37.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $8,306 | $4,420+87.9% | $3,942+110.7% | $4,663+78.1% |
| Participant deferral / active EE | $18,432 | $8,455+118.0% | $8,087+127.9% | $6,691+175.5% |
| Admin fee / account holder | $50,698 | $9,690+423.2% | $7,899+541.8% | $13,402+278.3% |