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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 | $193,185 | $160,040+20.7% | $147,096+31.3% | $145,877+32.4% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $10,903 | $5,289+106.1% | $4,936+120.9% | $4,663+133.8% |
| Participant deferral / active EE | $13,825 | $8,429+64.0% | $8,071+71.3% | $6,691+106.6% |
| Admin fee / account holder | $5,818 | $15,050-61.3% | $13,005-55.3% | $13,402-56.6% |