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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 | $181,385 | $102,595+76.8% | $94,057+92.8% | $154,746+17.2% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 15.93% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $14,039 | $3,147+346.1% | $2,933+378.7% | $4,379+220.6% |
| Participant deferral / active EE | $6,571 | $5,118+28.4% | $4,709+39.5% | $6,730-2.4% |
| Admin fee / account holder | $9,481 | $7,736+22.6% | $7,244+30.9% | $14,365-34.0% |