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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 | $216,340 | $154,209+40.3% | $130,062+66.3% | $139,487+55.1% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 13.63% | 32.52%-18.9pp | -137.37%+151.0pp | 373.84%-360.2pp |
| Employer contribution / active EE | $14,563 | $5,292+175.2% | $4,322+236.9% | $4,755+206.3% |
| Participant deferral / active EE | $4,466 | $6,709-33.4% | $5,821-23.3% | $6,713-33.5% |
| Admin fee / account holder | $11,762 | $13,988-15.9% | $10,601+11.0% | $11,407+3.1% |