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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 | $233,527 | $172,111+35.7% | $150,298+55.4% | $137,256+70.1% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,907 | $4,636-37.3% | $4,154-30.0% | $4,156-30.0% |
| Participant deferral / active EE | $11,107 | $6,166+80.1% | $5,453+103.7% | $6,407+73.4% |
| Admin fee / account holder | $77,221 | $16,471+368.8% | $14,116+447.1% | $12,270+529.3% |