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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 | $238,936 | $217,432+9.9% | $185,851+28.6% | $167,553+42.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 14.38% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $6,451 | $5,874+9.8% | $5,168+24.8% | $4,840+33.3% |
| Participant deferral / active EE | $6,457 | $6,357+1.6% | $5,569+16.0% | $6,343+1.8% |
| Admin fee / account holder | $321 | $19,820-98.4% | $16,245-98.0% | $12,316-97.4% |