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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 | $70,366+204.8% | $66,674+221.7% | $138,895+54.4% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 20.56% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $6,970 | $2,765+152.1% | $2,620+166.0% | $4,194+66.2% |
| Participant deferral / active EE | $5,856 | $4,374+33.9% | $4,084+43.4% | $6,396-8.4% |
| Admin fee / account holder | $13,551 | $5,262+157.5% | $5,098+165.8% | $12,562+7.9% |