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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 | $241,832 | $180,459+34.0% | $154,108+56.9% | $135,380+78.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 9.12% | 888.21%-879.1pp | 735.21%-726.1pp | 519.81%-510.7pp |
| Employer contribution / active EE | $8,881 | $6,035+47.2% | $5,298+67.6% | $4,779+85.8% |
| Participant deferral / active EE | $10,559 | $5,806+81.9% | $5,081+107.8% | $5,609+88.3% |
| Admin fee / account holder | $51,018 | $16,145+216.0% | $13,411+280.4% | $10,828+371.2% |