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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 | $223,830 | $166,268+34.6% | $165,100+35.6% | $145,897+53.4% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 14.14% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.1pp |
| Employer contribution / active EE | $6,270 | $5,284+18.7% | $4,348+44.2% | $4,663+34.5% |
| Participant deferral / active EE | $9,551 | $6,964+37.1% | $6,035+58.3% | $6,689+42.8% |
| Admin fee / account holder | $47,338 | $16,659+184.2% | $12,696+272.9% | $13,390+253.5% |