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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 | $229,162 | $198,457+15.5% | $170,435+34.5% | $147,586+55.3% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 24.96% | 257.30%-232.3pp | 205.94%-181.0pp | 578.59%-553.6pp |
| Employer contribution / active EE | $37,054 | $6,183+499.3% | $5,432+582.1% | $4,876+659.9% |
| Participant deferral / active EE | $6,462 | $5,629+14.8% | $4,939+30.8% | $5,439+18.8% |
| Admin fee / account holder | $1,101 | $16,852-93.5% | $13,881-92.1% | $10,886-89.9% |