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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 | $237,867 | $137,414+73.1% | $189,537+25.5% | $85,847+177.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 87.8%+3.1pp | 69.3%+21.6pp |
| Annual return | 16.04% | 38.14%-22.1pp | 555.34%-539.3pp | 318.61%-302.6pp |
| Employer contribution / active EE | $6,206 | $4,344+42.8% | $6,161+0.7% | $2,565+141.9% |
| Participant deferral / active EE | $12,501 | $6,260+99.7% | $8,220+52.1% | $3,952+216.3% |
| Admin fee / account holder | $931 | $8,630-89.2% | $12,048-92.3% | $6,261-85.1% |