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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 | $237,422 | $183,539+29.4% | $155,556+52.6% | $145,897+62.7% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 14.82% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $6,918 | $5,315+30.2% | $4,675+48.0% | $4,663+48.4% |
| Participant deferral / active EE | $7,373 | $6,467+14.0% | $5,631+30.9% | $6,689+10.2% |
| Admin fee / account holder | $37,804 | $19,275+96.1% | $15,885+138.0% | $13,390+182.3% |