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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 | $183,592+26.7% | $155,567+49.6% | $145,959+59.4% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.12% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $9,539 | $5,315+79.5% | $4,674+104.1% | $4,661+104.7% |
| Participant deferral / active EE | $10,054 | $6,464+55.5% | $5,628+78.6% | $6,689+50.3% |
| Admin fee / account holder | $23,771 | $19,318+23.1% | $15,916+49.3% | $13,398+77.4% |