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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 | $235,187 | $202,440+16.2% | $169,390+38.8% | $139,466+68.6% |
| Participation rate | 91.3% | 81.1%+10.2pp | 77.2%+14.1pp | 80.3%+11.0pp |
| Annual return | 18.24% | 532.36%-514.1pp | 406.07%-387.8pp | 373.66%-355.4pp |
| Employer contribution / active EE | $4,006 | $4,693-14.6% | $4,013-0.2% | $4,754-15.7% |
| Participant deferral / active EE | $6,482 | $6,940-6.6% | $6,222+4.2% | $6,712-3.4% |
| Admin fee / account holder | $7,757 | $10,722-27.7% | $9,015-14.0% | $11,409-32.0% |