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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 | $197,843 | $162,136+22.0% | $152,301+29.9% | $154,746+27.9% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 11.60% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $9,855 | $4,890+101.5% | $4,624+113.1% | $4,379+125.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $38,506 | $15,759+144.3% | $14,398+167.4% | $14,365+168.0% |