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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 | $185,312+26.0% | $161,489+44.6% | $154,746+50.9% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 15.53% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,907 | $4,769-39.0% | $4,268-31.9% | $4,379-33.6% |
| Participant deferral / active EE | $11,107 | $6,350+74.9% | $5,630+97.3% | $6,730+65.0% |
| Admin fee / account holder | $77,221 | $18,654+314.0% | $16,006+382.5% | $14,365+437.6% |