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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 | $225,110 | $157,829+42.6% | $136,867+64.5% | $198,609+13.3% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 7.96% | 51.25%-43.3pp | 42.97%-35.0pp | 202.70%-194.7pp |
| Employer contribution / active EE | $14,830 | $3,923+278.1% | $3,547+318.1% | $5,055+193.3% |
| Participant deferral / active EE | $7,163 | $5,463+31.1% | $4,924+45.5% | $6,977+2.7% |
| Admin fee / account holder | $44,451 | $11,107+300.2% | $10,340+329.9% | $19,030+133.6% |