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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 | $232,718 | $172,111+35.2% | $150,298+54.8% | $137,256+69.6% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 14.53% | 69.37%-54.8pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,955 | $4,636+71.6% | $4,154+91.5% | $4,156+91.4% |
| Participant deferral / active EE | $7,629 | $6,166+23.7% | $5,453+39.9% | $6,407+19.1% |
| Admin fee / account holder | $3,404 | $16,471-79.3% | $14,116-75.9% | $12,270-72.3% |