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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 | $154,015 | $149,040+3.3% | $120,225+28.1% | $137,256+12.2% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 12.90% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,940 | $4,350+13.6% | $3,475+42.1% | $4,156+18.9% |
| Participant deferral / active EE | $10,584 | $4,655+127.4% | $3,999+164.7% | $6,407+65.2% |
| Admin fee / account holder | $6,555 | $6,348+3.3% | $5,696+15.1% | $12,270-46.6% |