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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 | $234,328 | $160,028+46.4% | $147,080+59.3% | $145,884+60.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 10.75% | 98.60%-87.9pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $10,914 | $5,286+106.5% | $4,933+121.2% | $4,662+134.1% |
| Participant deferral / active EE | $11,051 | $8,422+31.2% | $8,066+37.0% | $6,690+65.2% |
| Admin fee / account holder | $106,721 | $15,030+610.1% | $12,989+721.6% | $13,392+696.9% |