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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 | $228,550 | $108,897+109.9% | $100,378+127.7% | $145,877+56.7% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.34% | 58.17%-43.8pp | 49.41%-35.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,830 | $4,420-58.6% | $3,942-53.6% | $4,663-60.8% |
| Participant deferral / active EE | $11,195 | $8,455+32.4% | $8,087+38.4% | $6,691+67.3% |
| Admin fee / account holder | $40,956 | $9,690+322.7% | $7,899+418.5% | $13,402+205.6% |