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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 | $213,068 | $117,829+80.8% | $102,423+108.0% | $145,877+46.1% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 17.62% | 31.83%-14.2pp | 29.42%-11.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,231 | $3,615+44.7% | $3,023+73.1% | $4,663+12.2% |
| Participant deferral / active EE | $16,566 | $5,732+189.0% | $5,054+227.8% | $6,691+147.6% |
| Admin fee / account holder | $65,302 | $13,335+389.7% | $9,455+590.7% | $13,402+387.2% |