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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 | $242,099 | $176,105+37.5% | $159,474+51.8% | $167,536+44.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.80% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,847 | $5,299-65.2% | $4,831-61.8% | $4,839-61.8% |
| Participant deferral / active EE | $17,064 | $7,751+120.1% | $7,353+132.1% | $6,342+169.0% |
| Admin fee / account holder | $2,631 | $12,559-79.1% | $10,802-75.6% | $12,315-78.6% |