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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 | $239,917 | $180,459+32.9% | $154,108+55.7% | $135,380+77.2% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | 7.40% | 888.21%-880.8pp | 735.21%-727.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $10,558 | $6,035+74.9% | $5,298+99.3% | $4,779+120.9% |
| Participant deferral / active EE | $3,903 | $5,806-32.8% | $5,081-23.2% | $5,609-30.4% |
| Admin fee / account holder | $4,017 | $16,145-75.1% | $13,411-70.0% | $10,828-62.9% |