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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 | $177,808 | $154,193+15.3% | $130,045+36.7% | $139,466+27.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 22.44% | 32.51%-10.1pp | -137.30%+159.7pp | 373.66%-351.2pp |
| Employer contribution / active EE | $11,209 | $5,292+111.8% | $4,321+159.4% | $4,754+135.8% |
| Participant deferral / active EE | $8,502 | $6,709+26.7% | $5,820+46.1% | $6,712+26.7% |
| Admin fee / account holder | $22,103 | $13,989+58.0% | $10,600+108.5% | $11,409+93.7% |