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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 | $232,696 | $183,539+26.8% | $155,556+49.6% | $145,897+59.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.12% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $9,539 | $5,315+79.5% | $4,675+104.0% | $4,663+104.6% |
| Participant deferral / active EE | $10,054 | $6,467+55.5% | $5,631+78.6% | $6,689+50.3% |
| Admin fee / account holder | $23,771 | $19,275+23.3% | $15,885+49.6% | $13,390+77.5% |