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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 | $211,887 | $183,516+15.5% | $155,534+36.2% | $145,884+45.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 15.77% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $6,985 | $5,315+31.4% | $4,675+49.4% | $4,662+49.8% |
| Participant deferral / active EE | $6,348 | $6,467-1.8% | $5,630+12.7% | $6,690-5.1% |
| Admin fee / account holder | $119,681 | $19,293+520.3% | $15,900+652.7% | $13,392+793.7% |