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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 | $178,431 | $129,737+37.5% | $119,126+49.8% | $154,746+15.3% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 14.40% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $16,842 | $4,375+285.0% | $4,034+317.5% | $4,379+284.6% |
| Participant deferral / active EE | $4,272 | $5,842-26.9% | $5,318-19.7% | $6,730-36.5% |
| Admin fee / account holder | $16,435 | $11,961+37.4% | $10,693+53.7% | $14,365+14.4% |