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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 | $212,733 | $129,737+64.0% | $119,126+78.6% | $154,746+37.5% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 14.80% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,986 | $4,375+14.0% | $4,034+23.6% | $4,379+13.9% |
| Participant deferral / active EE | $9,056 | $5,842+55.0% | $5,318+70.3% | $6,730+34.5% |
| Admin fee / account holder | $551 | $11,961-95.4% | $10,693-94.8% | $14,365-96.2% |