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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 | $237,245 | $183,539+29.3% | $155,556+52.5% | $145,897+62.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.44% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $23,727 | $5,315+346.4% | $4,675+407.5% | $4,663+408.9% |
| Participant deferral / active EE | $7,386 | $6,467+14.2% | $5,631+31.2% | $6,689+10.4% |
| Admin fee / account holder | $726 | $19,275-96.2% | $15,885-95.4% | $13,390-94.6% |