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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 | $166,089+24.1% | $164,928+24.9% | $145,978+41.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 12.59% | 100.26%-87.7pp | 70.08%-57.5pp | 550.52%-537.9pp |
| Employer contribution / active EE | $9,559 | $5,276+81.2% | $4,343+120.1% | $4,662+105.1% |
| Participant deferral / active EE | $4,911 | $6,961-29.4% | $6,034-18.6% | $6,690-26.6% |
| Admin fee / account holder | $4,361 | $16,641-73.8% | $12,684-65.6% | $13,400-67.5% |