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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 | $234,937 | $183,516+28.0% | $155,534+51.1% | $145,884+61.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.71% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $7,705 | $5,315+45.0% | $4,675+64.8% | $4,662+65.3% |
| Participant deferral / active EE | $5,231 | $6,467-19.1% | $5,630-7.1% | $6,690-21.8% |
| Admin fee / account holder | $326 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |