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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 | $178,804 | $105,209+70.0% | $159,495+12.1% | $85,852+108.3% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 19.11% | 45.08%-26.0pp | 263.72%-244.6pp | 318.66%-299.5pp |
| Employer contribution / active EE | $3,601 | $3,319+8.5% | $4,831-25.5% | $2,566+40.4% |
| Participant deferral / active EE | $13,362 | $5,946+124.7% | $7,354+81.7% | $3,952+238.1% |
| Admin fee / account holder | $7,736 | $6,935+11.6% | $10,804-28.4% | $6,261+23.6% |