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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 | $208,150 | $132,634+56.9% | $115,768+79.8% | $137,256+51.7% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.4%+17.9pp | 80.0%+12.3pp |
| Annual return | 17.47% | 160.70%-143.2pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,567 | $3,360+184.8% | $2,940+225.4% | $4,156+130.2% |
| Participant deferral / active EE | $7,038 | $5,619+25.3% | $4,917+43.1% | $6,407+9.8% |
| Admin fee / account holder | $32,885 | $15,028+118.8% | $12,439+164.4% | $12,270+168.0% |