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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 | $129,737+81.7% | $119,126+97.8% | $154,746+52.3% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 11.90% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $6,297 | $4,375+43.9% | $4,034+56.1% | $4,379+43.8% |
| Participant deferral / active EE | $12,670 | $5,842+116.9% | $5,318+138.3% | $6,730+88.3% |
| Admin fee / account holder | $23,176 | $11,961+93.8% | $10,693+116.7% | $14,365+61.3% |