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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 | $289,211-15.7% | $260,467-6.4% | $198,609+22.8% |
| Participation rate | 95.5% | 83.1%+12.3pp | 80.5%+15.0pp | 82.4%+13.1pp |
| Annual return | 17.05% | 112.90%-95.9pp | 100.60%-83.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $8,249 | $4,663+76.9% | $4,239+94.6% | $5,055+63.2% |
| Participant deferral / active EE | $7,811 | $6,812+14.7% | $6,319+23.6% | $6,977+12.0% |
| Admin fee / account holder | $1,814 | $16,236-88.8% | $15,461-88.3% | $19,030-90.5% |