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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 | $197,511 | $160,028+23.4% | $147,080+34.3% | $145,884+35.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.52% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $5,557 | $5,286+5.1% | $4,933+12.6% | $4,662+19.2% |
| Participant deferral / active EE | $13,991 | $8,422+66.1% | $8,066+73.5% | $6,690+109.2% |
| Admin fee / account holder | $47,170 | $15,030+213.8% | $12,989+263.2% | $13,392+252.2% |