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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 | $242,259 | $180,749+34.0% | $160,784+50.7% | $137,256+76.5% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 13.45% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,777 | $4,155+15.0% | $3,733+28.0% | $4,156+14.9% |
| Participant deferral / active EE | $10,771 | $6,844+57.4% | $6,293+71.2% | $6,407+68.1% |
| Admin fee / account holder | $5,242 | $10,397-49.6% | $9,717-46.1% | $12,270-57.3% |