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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 | $207,966 | $166,131+25.2% | $164,975+26.1% | $145,877+42.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.90% | 100.37%-87.5pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,256 | $5,276-19.3% | $4,343-2.0% | $4,663-8.7% |
| Participant deferral / active EE | $10,178 | $6,962+46.2% | $6,033+68.7% | $6,691+52.1% |
| Admin fee / account holder | $24,449 | $16,648+46.9% | $12,688+92.7% | $13,402+82.4% |