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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 | $214,482 | $72,071+197.6% | $68,368+213.7% | $137,256+56.3% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 20.56% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,970 | $2,788+150.0% | $2,649+163.1% | $4,156+67.7% |
| Participant deferral / active EE | $5,856 | $4,410+32.8% | $4,123+42.0% | $6,407-8.6% |
| Admin fee / account holder | $13,551 | $5,336+154.0% | $5,150+163.1% | $12,270+10.4% |