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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 | $164,482 | $102,595+60.3% | $94,057+74.9% | $154,746+6.3% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 80.7%+14.0pp |
| Annual return | 15.26% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $14,850 | $3,147+371.8% | $2,933+406.3% | $4,379+239.1% |
| Participant deferral / active EE | $15,726 | $5,118+207.3% | $4,709+233.9% | $6,730+133.7% |
| Admin fee / account holder | $5,169 | $7,736-33.2% | $7,244-28.7% | $14,365-64.0% |