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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 | $229,588 | $132,634+73.1% | $115,768+98.3% | $137,256+67.3% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 15.26% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $37,344 | $3,360+1011.6% | $2,940+1170.3% | $4,156+798.6% |
| Participant deferral / active EE | $88,584 | $5,619+1476.6% | $4,917+1701.7% | $6,407+1282.7% |
| Admin fee / account holder | $154,599 | $15,028+928.7% | $12,439+1142.8% | $12,270+1160.0% |