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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 | $235,670 | $171,492+37.4% | $150,734+56.3% | $198,609+18.7% |
| Participation rate | 88.9% | 81.4%+7.5pp | 78.4%+10.4pp | 82.4%+6.5pp |
| Annual return | 11.90% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $6,297 | $5,470+15.1% | $4,918+28.0% | $5,055+24.6% |
| Participant deferral / active EE | $12,670 | $6,259+102.4% | $5,610+125.9% | $6,977+81.6% |
| Admin fee / account holder | $23,176 | $17,628+31.5% | $14,905+55.5% | $19,030+21.8% |