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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 | $235,670 | $111,535+111.3% | $105,223+124.0% | $137,256+71.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 11.90% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $6,297 | $3,939+59.8% | $3,689+70.7% | $4,156+51.5% |
| Participant deferral / active EE | $12,670 | $5,500+130.4% | $5,072+149.8% | $6,407+97.8% |
| Admin fee / account holder | $23,176 | $9,721+138.4% | $8,859+161.6% | $12,270+88.9% |