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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 | $237,307 | $176,105+34.8% | $159,474+48.8% | $167,536+41.6% |
| Participation rate | 95.7% | 85.0%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 13.74% | 331.91%-318.2pp | 263.68%-249.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $7,262 | $5,299+37.0% | $4,831+50.3% | $4,839+50.1% |
| Participant deferral / active EE | $8,296 | $7,751+7.0% | $7,353+12.8% | $6,342+30.8% |
| Admin fee / account holder | $1,765 | $12,559-85.9% | $10,802-83.7% | $12,315-85.7% |