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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 | $108,942+73.3% | $100,415+88.0% | $145,897+29.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.67% | 58.27%-45.6pp | 49.47%-36.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,850 | $4,422+9.7% | $3,943+23.0% | $4,663+4.0% |
| Participant deferral / active EE | $12,454 | $8,461+47.2% | $8,091+53.9% | $6,689+86.2% |
| Admin fee / account holder | $1,461 | $9,702-84.9% | $7,906-81.5% | $13,390-89.1% |