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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 | $213,493 | $165,399+29.1% | $149,745+42.6% | $158,982+34.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 11.72% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $7,397 | $5,105+44.9% | $4,646+59.2% | $4,763+55.3% |
| Participant deferral / active EE | $8,363 | $7,183+16.4% | $6,843+22.2% | $5,983+39.8% |
| Admin fee / account holder | $100,490 | $10,811+829.5% | $9,312+979.2% | $11,252+793.1% |