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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 | $222,125 | $166,131+33.7% | $164,975+34.6% | $145,877+52.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 26.17% | 100.37%-74.2pp | 70.12%-44.0pp | 551.28%-525.1pp |
| Employer contribution / active EE | $5,383 | $5,276+2.0% | $4,343+24.0% | $4,663+15.5% |
| Participant deferral / active EE | $15,684 | $6,962+125.3% | $6,033+159.9% | $6,691+134.4% |
| Admin fee / account holder | $2,211 | $16,648-86.7% | $12,688-82.6% | $13,402-83.5% |