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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 | $127,220 | $115,911+9.8% | $100,530+26.5% | $158,950-20.0% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 94.13% | 34.80%+59.3pp | 30.89%+63.2pp | 302.91%-208.8pp |
| Employer contribution / active EE | $4,285 | $4,104+4.4% | $3,418+25.4% | $4,762-10.0% |
| Participant deferral / active EE | $11,103 | $6,676+66.3% | $6,271+77.1% | $5,983+85.6% |
| Admin fee / account holder | $2,490 | $10,999-77.4% | $8,083-69.2% | $11,248-77.9% |