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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 | $211,149 | $162,136+30.2% | $152,301+38.6% | $154,746+36.4% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 16.22% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,217 | $4,890+6.7% | $4,624+12.8% | $4,379+19.1% |
| Participant deferral / active EE | $8,449 | $8,341+1.3% | $8,004+5.6% | $6,730+25.5% |
| Admin fee / account holder | $30,434 | $15,759+93.1% | $14,398+111.4% | $14,365+111.9% |