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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 | $244,642 | $198,462+23.3% | $170,439+43.5% | $147,585+65.8% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 16.21% | 257.30%-241.1pp | 205.94%-189.7pp | 578.58%-562.4pp |
| Employer contribution / active EE | $11,092 | $6,184+79.4% | $5,433+104.2% | $4,876+127.5% |
| Participant deferral / active EE | $3,529 | $5,629-37.3% | $4,939-28.6% | $5,439-35.1% |
| Admin fee / account holder | $46,016 | $16,852+173.1% | $13,881+231.5% | $10,886+322.7% |