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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 | $202,405 | $198,457+2.0% | $170,435+18.8% | $147,586+37.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.03% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $8,555 | $6,183+38.4% | $5,432+57.5% | $4,876+75.4% |
| Participant deferral / active EE | $4,863 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $1,900 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |