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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 | $244,034 | $156,398+56.0% | $147,318+65.7% | $138,895+75.7% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 15.20% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $8,331 | $4,853+71.7% | $4,593+81.4% | $4,194+98.6% |
| Participant deferral / active EE | $24,375 | $8,237+195.9% | $7,906+208.3% | $6,396+281.1% |
| Admin fee / account holder | $38,095 | $14,976+154.4% | $13,708+177.9% | $12,562+203.2% |