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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 | $231,672 | $148,623+55.9% | $135,974+70.4% | $139,466+66.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 17.37% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $9,715 | $5,246+85.2% | $4,859+99.9% | $4,754+104.4% |
| Participant deferral / active EE | $8,477 | $8,103+4.6% | $7,760+9.2% | $6,712+26.3% |
| Admin fee / account holder | $3,024 | $12,406-75.6% | $10,767-71.9% | $11,409-73.5% |