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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 | $237,623 | $162,136+46.6% | $152,301+56.0% | $154,746+53.6% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 15.08% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,538 | $4,890-48.1% | $4,624-45.1% | $4,379-42.1% |
| Participant deferral / active EE | $8,874 | $8,341+6.4% | $8,004+10.9% | $6,730+31.9% |
| Admin fee / account holder | $89,931 | $15,759+470.7% | $14,398+524.6% | $14,365+526.0% |