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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 | $245,744 | $148,582+65.4% | $135,942+80.8% | $139,456+76.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 20.28% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $12,049 | $5,245+129.7% | $4,858+148.1% | $4,753+153.5% |
| Participant deferral / active EE | $11,272 | $8,101+39.1% | $7,759+45.3% | $6,711+68.0% |
| Admin fee / account holder | $4,382 | $12,402-64.7% | $10,764-59.3% | $11,407-61.6% |