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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 | $203,041 | $108,897+86.5% | $100,378+102.3% | $145,877+39.2% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 16.24% | 58.17%-41.9pp | 49.41%-33.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $9,285 | $4,420+110.1% | $3,942+135.5% | $4,663+99.1% |
| Participant deferral / active EE | $13,617 | $8,455+61.1% | $8,087+68.4% | $6,691+103.5% |
| Admin fee / account holder | $22,199 | $9,690+129.1% | $7,899+181.0% | $13,402+65.6% |