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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 | $183,516+26.8% | $155,534+49.6% | $145,884+59.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.12% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $9,539 | $5,315+79.5% | $4,675+104.1% | $4,662+104.6% |
| Participant deferral / active EE | $10,054 | $6,467+55.5% | $5,630+78.6% | $6,690+50.3% |
| Admin fee / account holder | $23,771 | $19,293+23.2% | $15,900+49.5% | $13,392+77.5% |