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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 | $98,026 | $198,457-50.6% | $170,435-42.5% | $147,586-33.6% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 11.96% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $7,542 | $6,183+22.0% | $5,432+38.8% | $4,876+54.7% |
| Participant deferral / active EE | $5,900 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $976 | $16,852-94.2% | $13,881-93.0% | $10,886-91.0% |