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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 | $208,727 | $129,737+60.9% | $119,126+75.2% | $154,746+34.9% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 12.37% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $12,823 | $4,375+193.1% | $4,034+217.9% | $4,379+192.8% |
| Participant deferral / active EE | $6,523 | $5,842+11.7% | $5,318+22.7% | $6,730-3.1% |
| Admin fee / account holder | $69,045 | $11,961+477.3% | $10,693+545.7% | $14,365+380.6% |