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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 | $200,855 | $160,028+25.5% | $147,080+36.6% | $145,884+37.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.08% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $13,223 | $5,286+150.2% | $4,933+168.0% | $4,662+183.6% |
| Participant deferral / active EE | $12,428 | $8,422+47.6% | $8,066+54.1% | $6,690+85.8% |
| Admin fee / account holder | $1,886 | $15,030-87.5% | $12,989-85.5% | $13,392-85.9% |