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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 | $223,193 | $176,105+26.7% | $159,474+40.0% | $167,536+33.2% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.58% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,111 | $5,299-79.0% | $4,831-77.0% | $4,839-77.0% |
| Participant deferral / active EE | $3,633 | $7,751-53.1% | $7,353-50.6% | $6,342-42.7% |
| Admin fee / account holder | $35,872 | $12,559+185.6% | $10,802+232.1% | $12,315+191.3% |