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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 | $203,547 | $160,040+27.2% | $147,096+38.4% | $145,877+39.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 17.52% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $6,349 | $5,289+20.0% | $4,936+28.6% | $4,663+36.2% |
| Participant deferral / active EE | $6,571 | $8,429-22.0% | $8,071-18.6% | $6,691-1.8% |
| Admin fee / account holder | $2,208 | $15,050-85.3% | $13,005-83.0% | $13,402-83.5% |