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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 | $230,847 | $209,874+10.0% | $189,537+21.8% | $167,536+37.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 15.03% | 748.61%-733.6pp | 555.34%-540.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $4,532 | $6,913-34.4% | $6,161-26.4% | $4,839-6.4% |
| Participant deferral / active EE | $4,982 | $8,934-44.2% | $8,220-39.4% | $6,342-21.5% |
| Admin fee / account holder | $997 | $14,299-93.0% | $12,048-91.7% | $12,315-91.9% |