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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 | $210,268 | $157,296+33.7% | $141,191+48.9% | $152,897+37.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 18.57% | 64.34%-45.8pp | 71.41%-52.8pp | 345.43%-326.9pp |
| Employer contribution / active EE | $12,996 | $5,262+147.0% | $4,736+174.4% | $4,764+172.8% |
| Participant deferral / active EE | $8,705 | $7,111+22.4% | $6,710+29.7% | $5,851+48.8% |
| Admin fee / account holder | $7,038 | $12,125-42.0% | $10,264-31.4% | $11,599-39.3% |