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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 | $232,963 | $185,883+25.3% | $170,043+37.0% | $139,466+67.0% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 14.69% | 60.54%-45.9pp | 53.40%-38.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,846 | $7,596-49.4% | $6,790-43.4% | $4,754-19.1% |
| Participant deferral / active EE | $11,592 | $11,626-0.3% | $10,410+11.4% | $6,712+72.7% |
| Admin fee / account holder | $75,317 | $15,393+389.3% | $12,824+487.3% | $11,409+560.2% |