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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 | $240,171 | $156,398+53.6% | $147,318+63.0% | $138,895+72.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 13.42% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $4,527 | $4,853-6.7% | $4,593-1.4% | $4,194+7.9% |
| Participant deferral / active EE | $11,556 | $8,237+40.3% | $7,906+46.2% | $6,396+80.7% |
| Admin fee / account holder | $46,803 | $14,976+212.5% | $13,708+241.4% | $12,562+272.6% |