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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 | $234,695 | $183,539+27.9% | $155,556+50.9% | $145,897+60.9% |
| Participation rate | 81.0% | 82.7%-1.8pp | 78.2%+2.7pp | 80.3%+0.6pp |
| Annual return | 16.42% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $6,045 | $5,315+13.7% | $4,675+29.3% | $4,663+29.6% |
| Participant deferral / active EE | $6,956 | $6,467+7.6% | $5,631+23.5% | $6,689+4.0% |
| Admin fee / account holder | $24,755 | $19,275+28.4% | $15,885+55.8% | $13,390+84.9% |