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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 | $228,182 | $165,381+38.0% | $149,730+52.4% | $158,966+43.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 24.45% | 348.29%-323.8pp | 276.70%-252.2pp | 302.95%-278.5pp |
| Employer contribution / active EE | $4,905 | $5,104-3.9% | $4,645+5.6% | $4,762+3.0% |
| Participant deferral / active EE | $6,080 | $7,182-15.4% | $6,843-11.2% | $5,983+1.6% |
| Admin fee / account holder | $10,057 | $10,809-7.0% | $9,310+8.0% | $11,250-10.6% |