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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 | $134,817+32.4% | $123,973+43.9% | $155,188+15.0% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.7%+18.1pp | 80.8%+13.9pp |
| Annual return | 14.40% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $16,842 | $4,425+280.6% | $4,126+308.2% | $4,248+296.5% |
| Participant deferral / active EE | $4,272 | $5,706-25.1% | $5,247-18.6% | $6,531-34.6% |
| Admin fee / account holder | $16,435 | $13,245+24.1% | $11,799+39.3% | $14,480+13.5% |