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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 | $220,725 | $198,457+11.2% | $170,435+29.5% | $147,586+49.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.24% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $8,490 | $6,183+37.3% | $5,432+56.3% | $4,876+74.1% |
| Participant deferral / active EE | $6,894 | $5,629+22.5% | $4,939+39.6% | $5,439+26.8% |
| Admin fee / account holder | $2,985 | $16,852-82.3% | $13,881-78.5% | $10,886-72.6% |