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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 | $160,028+39.8% | $147,080+52.1% | $145,884+53.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.60% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.2pp |
| Employer contribution / active EE | $15,804 | $5,286+199.0% | $4,933+220.4% | $4,662+239.0% |
| Participant deferral / active EE | $13,780 | $8,422+63.6% | $8,066+70.8% | $6,690+106.0% |
| Admin fee / account holder | $61,772 | $15,030+311.0% | $12,989+375.6% | $13,392+361.3% |