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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 | $241,946 | $217,432+11.3% | $185,849+30.2% | $167,536+44.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.99% | 148.42%-131.4pp | 122.10%-105.1pp | 478.82%-461.8pp |
| Employer contribution / active EE | $8,518 | $5,875+45.0% | $5,169+64.8% | $4,839+76.0% |
| Participant deferral / active EE | $5,515 | $6,357-13.2% | $5,569-1.0% | $6,342-13.0% |
| Admin fee / account holder | $906 | $19,818-95.4% | $16,244-94.4% | $12,315-92.6% |