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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 | $241,158 | $162,136+48.7% | $152,301+58.3% | $154,746+55.8% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 15.25% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $12,794 | $4,890+161.6% | $4,624+176.7% | $4,379+192.2% |
| Participant deferral / active EE | $7,013 | $8,341-15.9% | $8,004-12.4% | $6,730+4.2% |
| Admin fee / account holder | $81,304 | $15,759+415.9% | $14,398+464.7% | $14,365+466.0% |