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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 | $206,053 | $166,131+24.0% | $164,975+24.9% | $145,877+41.3% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 12.59% | 100.37%-87.8pp | 70.12%-57.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $9,559 | $5,276+81.2% | $4,343+120.1% | $4,663+105.0% |
| Participant deferral / active EE | $4,911 | $6,962-29.5% | $6,033-18.6% | $6,691-26.6% |
| Admin fee / account holder | $4,361 | $16,648-73.8% | $12,688-65.6% | $13,402-67.5% |