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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 | $183,627+29.2% | $155,602+52.5% | $145,978+62.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.44% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $23,727 | $5,316+346.3% | $4,675+407.5% | $4,662+409.0% |
| Participant deferral / active EE | $7,386 | $6,466+14.2% | $5,629+31.2% | $6,690+10.4% |
| Admin fee / account holder | $726 | $19,327-96.2% | $15,923-95.4% | $13,400-94.6% |