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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 | $217,607 | $165,381+31.6% | $149,730+45.3% | $158,966+36.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 25.51% | 348.29%-322.8pp | 276.70%-251.2pp | 302.95%-277.4pp |
| Employer contribution / active EE | $9,069 | $5,104+77.7% | $4,645+95.2% | $4,762+90.4% |
| Participant deferral / active EE | $9,712 | $7,182+35.2% | $6,843+41.9% | $5,983+62.3% |
| Admin fee / account holder | $692 | $10,809-93.6% | $9,310-92.6% | $11,250-93.8% |