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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 | $228,355 | $176,120+29.7% | $159,487+43.2% | $167,553+36.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 18.39% | 331.95%-313.6pp | 263.71%-245.3pp | 478.89%-460.5pp |
| Employer contribution / active EE | $6,693 | $5,299+26.3% | $4,831+38.5% | $4,840+38.3% |
| Participant deferral / active EE | $7,019 | $7,752-9.5% | $7,354-4.5% | $6,343+10.7% |
| Admin fee / account holder | $5,111 | $12,561-59.3% | $10,804-52.7% | $12,316-58.5% |