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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 | $203,061 | $160,040+26.9% | $147,096+38.0% | $145,877+39.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,852 | $5,289-8.3% | $4,936-1.7% | $4,663+4.1% |
| Participant deferral / active EE | $14,325 | $8,429+69.9% | $8,071+77.5% | $6,691+114.1% |
| Admin fee / account holder | $1,983 | $15,050-86.8% | $13,005-84.8% | $13,402-85.2% |