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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 | $210,934 | $132,634+59.0% | $115,768+82.2% | $137,256+53.7% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.4%+20.8pp | 80.0%+15.3pp |
| Annual return | 13.53% | 160.70%-147.2pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $15,411 | $3,360+358.7% | $2,940+424.2% | $4,156+270.8% |
| Participant deferral / active EE | $3,519 | $5,619-37.4% | $4,917-28.4% | $6,407-45.1% |
| Admin fee / account holder | $2,862 | $15,028-81.0% | $12,439-77.0% | $12,270-76.7% |