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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 | $186,118 | $148,623+25.2% | $135,974+36.9% | $139,466+33.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 15.30% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $9,177 | $5,246+74.9% | $4,859+88.9% | $4,754+93.0% |
| Participant deferral / active EE | $11,834 | $8,103+46.0% | $7,760+52.5% | $6,712+76.3% |
| Admin fee / account holder | $65,943 | $12,406+431.6% | $10,767+512.5% | $11,409+478.0% |