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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 | $226,277 | $183,592+23.2% | $155,567+45.5% | $145,959+55.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.41% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $6,182 | $5,315+16.3% | $4,674+32.3% | $4,661+32.6% |
| Participant deferral / active EE | $5,083 | $6,464-21.4% | $5,628-9.7% | $6,689-24.0% |
| Admin fee / account holder | $4,892 | $19,318-74.7% | $15,916-69.3% | $13,398-63.5% |