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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 | $236,890 | $148,623+59.4% | $135,974+74.2% | $139,466+69.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.94% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $4,384 | $5,246-16.4% | $4,859-9.8% | $4,754-7.8% |
| Participant deferral / active EE | $11,954 | $8,103+47.5% | $7,760+54.1% | $6,712+78.1% |
| Admin fee / account holder | $941 | $12,406-92.4% | $10,767-91.3% | $11,409-91.8% |