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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 | $188,780 | $108,897+73.4% | $100,378+88.1% | $145,877+29.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.67% | 58.17%-45.5pp | 49.41%-36.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,850 | $4,420+9.7% | $3,942+23.0% | $4,663+4.0% |
| Participant deferral / active EE | $12,454 | $8,455+47.3% | $8,087+54.0% | $6,691+86.1% |
| Admin fee / account holder | $1,461 | $9,690-84.9% | $7,899-81.5% | $13,402-89.1% |