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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 | $234,705 | $176,077+33.3% | $159,455+47.2% | $167,518+40.1% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 12.19% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $6,597 | $5,298+24.5% | $4,830+36.6% | $4,838+36.3% |
| Participant deferral / active EE | $8,848 | $7,751+14.1% | $7,353+20.3% | $6,342+39.5% |
| Admin fee / account holder | $917 | $12,556-92.7% | $10,800-91.5% | $12,312-92.6% |