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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 | $233,551 | $166,131+40.6% | $164,975+41.6% | $145,877+60.1% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 12.99% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $28,577 | $5,276+441.7% | $4,343+558.1% | $4,663+512.9% |
| Participant deferral / active EE | $6,662 | $6,962-4.3% | $6,033+10.4% | $6,691-0.4% |
| Admin fee / account holder | $32,555 | $16,648+95.5% | $12,688+156.6% | $13,402+142.9% |