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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 | $229,700 | $175,257+31.1% | $149,717+53.4% | $139,456+64.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 15.96% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.5pp |
| Employer contribution / active EE | $2,456 | $5,477-55.2% | $4,820-49.0% | $4,753-48.3% |
| Participant deferral / active EE | $7,581 | $6,521+16.2% | $5,682+33.4% | $6,711+12.9% |
| Admin fee / account holder | $594 | $16,156-96.3% | $13,213-95.5% | $11,407-94.8% |