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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 | $160,070+26.9% | $147,117+38.0% | $145,897+39.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,852 | $5,285-8.2% | $4,932-1.6% | $4,663+4.1% |
| Participant deferral / active EE | $14,325 | $8,419+70.1% | $8,065+77.6% | $6,689+114.1% |
| Admin fee / account holder | $1,983 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |