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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 | $244,926 | $198,457+23.4% | $170,435+43.7% | $147,586+66.0% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 13.41% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $8,202 | $6,183+32.7% | $5,432+51.0% | $4,876+68.2% |
| Participant deferral / active EE | $5,999 | $5,629+6.6% | $4,939+21.4% | $5,439+10.3% |
| Admin fee / account holder | $1,680 | $16,852-90.0% | $13,881-87.9% | $10,886-84.6% |