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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 | $181,062+29.0% | $158,223+47.6% | $155,188+50.5% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 15.53% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,907 | $4,565-36.3% | $4,109-29.2% | $4,248-31.6% |
| Participant deferral / active EE | $11,107 | $6,134+81.1% | $5,467+103.2% | $6,531+70.1% |
| Admin fee / account holder | $77,221 | $18,825+310.2% | $16,047+381.2% | $14,480+433.3% |