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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 | $223,731 | $160,070+39.8% | $147,117+52.1% | $145,897+53.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.60% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $15,804 | $5,285+199.1% | $4,932+220.4% | $4,663+238.9% |
| Participant deferral / active EE | $13,780 | $8,419+63.7% | $8,065+70.9% | $6,689+106.0% |
| Admin fee / account holder | $61,772 | $15,035+310.8% | $12,993+375.4% | $13,390+361.3% |