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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 | $224,069 | $160,070+40.0% | $147,117+52.3% | $145,897+53.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 24.23% | 98.69%-74.5pp | 420.54%-396.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $6,010 | $5,285+13.7% | $4,932+21.8% | $4,663+28.9% |
| Participant deferral / active EE | $8,524 | $8,419+1.2% | $8,065+5.7% | $6,689+27.4% |
| Admin fee / account holder | $2,164 | $15,035-85.6% | $12,993-83.3% | $13,390-83.8% |