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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 | $218,347 | $166,268+31.3% | $165,100+32.3% | $145,897+49.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.94% | 100.52%-89.6pp | 70.21%-59.3pp | 552.29%-541.3pp |
| Employer contribution / active EE | $8,629 | $5,284+63.3% | $4,348+98.4% | $4,663+85.1% |
| Participant deferral / active EE | $15,293 | $6,964+119.6% | $6,035+153.4% | $6,689+128.6% |
| Admin fee / account holder | $139,485 | $16,659+737.3% | $12,696+998.7% | $13,390+941.7% |