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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 | $247,076 | $160,028+54.4% | $147,080+68.0% | $145,884+69.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.96% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $11,804 | $5,286+123.3% | $4,933+139.3% | $4,662+153.2% |
| Participant deferral / active EE | $12,402 | $8,422+47.3% | $8,066+53.8% | $6,690+85.4% |
| Admin fee / account holder | $42,744 | $15,030+184.4% | $12,989+229.1% | $13,392+219.2% |