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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 | $134,817+52.8% | $123,973+66.2% | $155,188+32.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | 14.73% | 515.49%-500.8pp | 388.13%-373.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $10,424 | $4,425+135.6% | $4,126+152.6% | $4,248+145.4% |
| Participant deferral / active EE | $6,353 | $5,706+11.3% | $5,247+21.1% | $6,531-2.7% |
| Admin fee / account holder | $1,593 | $13,245-88.0% | $11,799-86.5% | $14,480-89.0% |