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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 | $213,711 | $102,595+108.3% | $94,057+127.2% | $154,746+38.1% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 13.01% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $6,600 | $3,147+109.7% | $2,933+125.0% | $4,379+50.7% |
| Participant deferral / active EE | $8,998 | $5,118+75.8% | $4,709+91.1% | $6,730+33.7% |
| Admin fee / account holder | $16,678 | $7,736+115.6% | $7,244+130.2% | $14,365+16.1% |