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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 | $242,974 | $154,209+57.6% | $130,062+86.8% | $139,487+74.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 16.48% | 32.52%-16.0pp | -137.37%+153.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $12,724 | $5,292+140.4% | $4,322+194.4% | $4,755+167.6% |
| Participant deferral / active EE | $11,220 | $6,709+67.2% | $5,821+92.8% | $6,713+67.2% |
| Admin fee / account holder | $1,081 | $13,988-92.3% | $10,601-89.8% | $11,407-90.5% |