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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 | $240,342 | $148,558+61.8% | $135,925+76.8% | $139,427+72.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.36% | 79.22%-63.9pp | 68.25%-52.9pp | 373.27%-357.9pp |
| Employer contribution / active EE | $4,874 | $5,244-7.1% | $4,857+0.4% | $4,752+2.6% |
| Participant deferral / active EE | $10,359 | $8,101+27.9% | $7,759+33.5% | $6,711+54.4% |
| Admin fee / account holder | $1,747 | $12,401-85.9% | $10,764-83.8% | $11,404-84.7% |