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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 | $233,537 | $166,020+40.7% | $164,866+41.7% | $145,959+60.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 14.29% | 100.08%-85.8pp | 69.97%-55.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $12,910 | $5,275+144.8% | $4,343+197.3% | $4,661+177.0% |
| Participant deferral / active EE | $11,759 | $6,961+68.9% | $6,033+94.9% | $6,689+75.8% |
| Admin fee / account holder | $11,966 | $16,644-28.1% | $12,689-5.7% | $13,398-10.7% |