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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 | $139,948+64.1% | $121,663+88.7% | $154,746+48.4% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.5%+19.3pp | 80.7%+13.0pp |
| Annual return | 15.26% | 230.52%-215.3pp | 147.54%-132.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $37,344 | $3,521+960.6% | $3,020+1136.6% | $4,379+752.8% |
| Participant deferral / active EE | $88,584 | $5,629+1473.8% | $4,887+1712.6% | $6,730+1216.2% |
| Admin fee / account holder | $154,599 | $17,321+792.6% | $14,289+981.9% | $14,365+976.2% |