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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 | $222,792 | $148,623+49.9% | $135,974+63.8% | $139,466+59.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 18.42% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $7,591 | $5,246+44.7% | $4,859+56.2% | $4,754+59.7% |
| Participant deferral / active EE | $11,335 | $8,103+39.9% | $7,760+46.1% | $6,712+68.9% |
| Admin fee / account holder | $2,365 | $12,406-80.9% | $10,767-78.0% | $11,409-79.3% |