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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 | $224,396 | $148,582+51.0% | $135,942+65.1% | $139,456+60.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.93% | 79.26%-62.3pp | 68.28%-51.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $20,510 | $5,245+291.1% | $4,858+322.2% | $4,753+331.6% |
| Participant deferral / active EE | $15,540 | $8,101+91.8% | $7,759+100.3% | $6,711+131.5% |
| Admin fee / account holder | $8,241 | $12,402-33.6% | $10,764-23.4% | $11,407-27.8% |