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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 | $247,712 | $162,136+52.8% | $152,301+62.6% | $154,746+60.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.74% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $9,927 | $4,890+103.0% | $4,624+114.7% | $4,379+126.7% |
| Participant deferral / active EE | $9,775 | $8,341+17.2% | $8,004+22.1% | $6,730+45.2% |
| Admin fee / account holder | $28,938 | $15,759+83.6% | $14,398+101.0% | $14,365+101.4% |