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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 | $220,765 | $160,040+37.9% | $147,096+50.1% | $145,877+51.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 13.04% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,250 | $5,289-57.5% | $4,936-54.4% | $4,663-51.8% |
| Participant deferral / active EE | $5,124 | $8,429-39.2% | $8,071-36.5% | $6,691-23.4% |
| Admin fee / account holder | $6,343 | $15,050-57.9% | $13,005-51.2% | $13,402-52.7% |