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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 | $231,506 | $198,457+16.7% | $170,435+35.8% | $147,586+56.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.49% | 257.30%-244.8pp | 205.94%-193.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,688 | $6,183-72.7% | $5,432-68.9% | $4,876-65.4% |
| Participant deferral / active EE | $10,286 | $5,629+82.7% | $4,939+108.2% | $5,439+89.1% |
| Admin fee / account holder | $917 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |