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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 | $235,517 | $105,145+124.0% | $94,664+148.8% | $139,466+68.9% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 15.24% | 38.09%-22.8pp | 156.84%-141.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $6,382 | $4,107+55.4% | $3,673+73.8% | $4,754+34.3% |
| Participant deferral / active EE | $7,174 | $7,599-5.6% | $7,417-3.3% | $6,712+6.9% |
| Admin fee / account holder | $13,552 | $8,972+51.1% | $7,222+87.7% | $11,409+18.8% |