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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 | $240,689 | $159,978+50.5% | $147,041+63.7% | $145,978+64.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.03% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $4,930 | $5,288-6.8% | $4,935-0.1% | $4,662+5.8% |
| Participant deferral / active EE | $9,070 | $8,429+7.6% | $8,071+12.4% | $6,690+35.6% |
| Admin fee / account holder | $11,842 | $15,053-21.3% | $13,006-9.0% | $13,400-11.6% |