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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 | $214,213 | $198,457+7.9% | $170,435+25.7% | $147,586+45.1% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 14.50% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,690 | $6,183-40.3% | $5,432-32.1% | $4,876-24.3% |
| Participant deferral / active EE | $10,074 | $5,629+79.0% | $4,939+103.9% | $5,439+85.2% |
| Admin fee / account holder | $30,650 | $16,852+81.9% | $13,881+120.8% | $10,886+181.6% |