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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 | $248,798 | $166,242+49.7% | $165,071+50.7% | $145,884+70.5% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 20.91% | 100.44%-79.5pp | 70.17%-49.3pp | 551.85%-530.9pp |
| Employer contribution / active EE | $11,014 | $5,283+108.5% | $4,347+153.3% | $4,662+136.2% |
| Participant deferral / active EE | $8,949 | $6,964+28.5% | $6,035+48.3% | $6,690+33.8% |
| Admin fee / account holder | $15,210 | $16,658-8.7% | $12,695+19.8% | $13,392+13.6% |