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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 | $186,185 | $148,629+25.3% | $135,982+36.9% | $139,487+33.5% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 14.16% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $14,572 | $5,247+177.8% | $4,859+199.9% | $4,755+206.5% |
| Participant deferral / active EE | $10,201 | $8,102+25.9% | $7,760+31.5% | $6,713+52.0% |
| Admin fee / account holder | $1,032 | $12,406-91.7% | $10,767-90.4% | $11,407-91.0% |