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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 | $183,385 | $102,595+78.7% | $94,057+95.0% | $154,746+18.5% |
| Participation rate | 95.7% | 76.0%+19.7pp | 73.3%+22.3pp | 80.7%+15.0pp |
| Annual return | 14.37% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $10,437 | $3,147+231.6% | $2,933+255.8% | $4,379+138.3% |
| Participant deferral / active EE | $4,150 | $5,118-18.9% | $4,709-11.9% | $6,730-38.3% |
| Admin fee / account holder | $4,295 | $7,736-44.5% | $7,244-40.7% | $14,365-70.1% |