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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 | $159,978+40.1% | $147,041+52.4% | $145,978+53.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 24.23% | 98.36%-74.1pp | 419.21%-395.0pp | 550.52%-526.3pp |
| Employer contribution / active EE | $6,010 | $5,288+13.7% | $4,935+21.8% | $4,662+28.9% |
| Participant deferral / active EE | $8,524 | $8,429+1.1% | $8,071+5.6% | $6,690+27.4% |
| Admin fee / account holder | $2,164 | $15,053-85.6% | $13,006-83.4% | $13,400-83.8% |