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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 | $219,836 | $198,462+10.8% | $170,439+29.0% | $147,585+49.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.05% | 257.30%-237.2pp | 205.94%-185.9pp | 578.58%-558.5pp |
| Employer contribution / active EE | $6,366 | $6,184+2.9% | $5,433+17.2% | $4,876+30.5% |
| Participant deferral / active EE | $7,056 | $5,629+25.3% | $4,939+42.9% | $5,439+29.7% |
| Admin fee / account holder | $920 | $16,852-94.5% | $13,881-93.4% | $10,886-91.5% |