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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 | $221,025 | $165,399+33.6% | $149,745+47.6% | $158,982+39.0% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.40% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $4,762 | $5,105-6.7% | $4,646+2.5% | $4,7630% |
| Participant deferral / active EE | $5,242 | $7,183-27.0% | $6,843-23.4% | $5,983-12.4% |
| Admin fee / account holder | $38,229 | $10,811+253.6% | $9,312+310.5% | $11,252+239.8% |