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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 | $195,076 | $144,130+35.3% | $117,861+65.5% | $147,586+32.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 21.49% | 531.20%-509.7pp | 335.11%-313.6pp | 578.59%-557.1pp |
| Employer contribution / active EE | $12,369 | $4,897+152.6% | $3,786+226.7% | $4,876+153.6% |
| Participant deferral / active EE | $8,485 | $5,316+59.6% | $4,482+89.3% | $5,439+56.0% |
| Admin fee / account holder | $755 | $10,887-93.1% | $8,021-90.6% | $10,886-93.1% |