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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 | $243,802 | $183,516+32.8% | $155,534+56.8% | $145,884+67.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.01% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $11,246 | $5,315+111.6% | $4,675+140.6% | $4,662+141.2% |
| Participant deferral / active EE | $8,034 | $6,467+24.2% | $5,630+42.7% | $6,690+20.1% |
| Admin fee / account holder | $3,334 | $19,293-82.7% | $15,900-79.0% | $13,392-75.1% |