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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 | $246,730 | $157,304+56.8% | $141,197+74.7% | $152,909+61.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.8pp |
| Annual return | 17.43% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $7,414 | $5,263+40.9% | $4,736+56.5% | $4,764+55.6% |
| Participant deferral / active EE | $8,484 | $7,111+19.3% | $6,710+26.4% | $5,851+45.0% |
| Admin fee / account holder | $1,451 | $12,126-88.0% | $10,265-85.9% | $11,601-87.5% |