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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 | $248,810 | $132,634+87.6% | $115,768+114.9% | $137,256+81.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 13.15% | 160.70%-147.6pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $820 | $3,360-75.6% | $2,940-72.1% | $4,156-80.3% |
| Participant deferral / active EE | $6,622 | $5,619+17.9% | $4,917+34.7% | $6,407+3.4% |
| Admin fee / account holder | $15,320 | $15,028+1.9% | $12,439+23.2% | $12,270+24.9% |