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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 | $205,987 | $129,737+58.8% | $119,126+72.9% | $154,746+33.1% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 14.73% | 379.08%-364.3pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $10,424 | $4,375+138.3% | $4,034+158.4% | $4,379+138.0% |
| Participant deferral / active EE | $6,353 | $5,842+8.8% | $5,318+19.5% | $6,730-5.6% |
| Admin fee / account holder | $1,593 | $11,961-86.7% | $10,693-85.1% | $14,365-88.9% |