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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 | $233,551 | $166,089+40.6% | $164,928+41.6% | $145,978+60.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 12.99% | 100.26%-87.3pp | 70.08%-57.1pp | 550.52%-537.5pp |
| Employer contribution / active EE | $28,577 | $5,276+441.6% | $4,343+558.0% | $4,662+513.0% |
| Participant deferral / active EE | $6,662 | $6,961-4.3% | $6,034+10.4% | $6,690-0.4% |
| Admin fee / account holder | $32,555 | $16,641+95.6% | $12,684+156.7% | $13,400+142.9% |