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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 | $240,214 | $112,112+114.3% | $95,956+150.3% | $158,950+51.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 10.35% | 171.15%-160.8pp | 91.63%-81.3pp | 302.91%-292.6pp |
| Employer contribution / active EE | $7,023 | $3,199+119.5% | $2,541+176.4% | $4,762+47.5% |
| Participant deferral / active EE | $7,156 | $4,784+49.6% | $4,167+71.8% | $5,983+19.6% |
| Admin fee / account holder | $29,024 | $10,134+186.4% | $6,797+327.0% | $11,248+158.0% |