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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 | $225,933 | $148,623+52.0% | $135,974+66.2% | $139,466+62.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 16.63% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $11,126 | $5,246+112.1% | $4,859+129.0% | $4,754+134.0% |
| Participant deferral / active EE | $7,075 | $8,103-12.7% | $7,760-8.8% | $6,712+5.4% |
| Admin fee / account holder | $106,078 | $12,406+755.1% | $10,767+885.3% | $11,409+829.8% |