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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 | $227,874 | $148,623+53.3% | $135,974+67.6% | $139,466+63.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.76% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.9pp |
| Employer contribution / active EE | $5,298 | $5,246+1.0% | $4,859+9.0% | $4,754+11.4% |
| Participant deferral / active EE | $16,677 | $8,103+105.8% | $7,760+114.9% | $6,712+148.5% |
| Admin fee / account holder | $42,789 | $12,406+244.9% | $10,767+297.4% | $11,409+275.1% |