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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 | $183,592+29.3% | $155,567+52.6% | $145,959+62.7% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.5pp | 80.3%+14.5pp |
| Annual return | 14.82% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $6,918 | $5,315+30.2% | $4,674+48.0% | $4,661+48.4% |
| Participant deferral / active EE | $7,373 | $6,464+14.1% | $5,628+31.0% | $6,689+10.2% |
| Admin fee / account holder | $37,804 | $19,318+95.7% | $15,916+137.5% | $13,398+182.2% |