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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 | $246,519 | $160,040+54.0% | $147,096+67.6% | $145,877+69.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 11.75% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,990 | $5,289-43.5% | $4,936-39.4% | $4,663-35.9% |
| Participant deferral / active EE | $9,017 | $8,429+7.0% | $8,071+11.7% | $6,691+34.8% |
| Admin fee / account holder | $11,485 | $15,050-23.7% | $13,005-11.7% | $13,402-14.3% |