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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 | $244,824 | $202,342+21.0% | $172,752+41.7% | $152,897+60.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 17.90% | 1029.83%-1011.9pp | 802.97%-785.1pp | 345.43%-327.5pp |
| Employer contribution / active EE | $11,566 | $5,858+97.4% | $5,144+124.8% | $4,764+142.8% |
| Participant deferral / active EE | $8,636 | $5,948+45.2% | $5,198+66.2% | $5,851+47.6% |
| Admin fee / account holder | $111,908 | $17,111+554.0% | $13,955+701.9% | $11,599+864.8% |