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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 | $183,539+23.3% | $155,556+45.5% | $145,897+55.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.41% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $6,182 | $5,315+16.3% | $4,675+32.2% | $4,663+32.6% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $5,631-9.7% | $6,689-24.0% |
| Admin fee / account holder | $4,892 | $19,275-74.6% | $15,885-69.2% | $13,390-63.5% |