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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 | $241,372 | $183,539+31.5% | $155,556+55.2% | $145,897+65.4% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 14.71% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,016 | $5,315-43.3% | $4,675-35.5% | $4,663-35.3% |
| Participant deferral / active EE | $10,427 | $6,467+61.2% | $5,631+85.2% | $6,689+55.9% |
| Admin fee / account holder | $676 | $19,275-96.5% | $15,885-95.7% | $13,390-95.0% |