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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 | $243,866 | $208,088+17.2% | $186,193+31.0% | $154,746+57.6% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.1%+18.3pp | 80.7%+14.8pp |
| Annual return | 17.05% | 89.97%-72.9pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $8,249 | $4,340+90.1% | $3,918+110.5% | $4,379+88.4% |
| Participant deferral / active EE | $7,811 | $7,078+10.4% | $6,513+19.9% | $6,730+16.1% |
| Admin fee / account holder | $1,814 | $11,698-84.5% | $11,058-83.6% | $14,365-87.4% |