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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 | $208,190 | $160,028+30.1% | $147,080+41.5% | $145,884+42.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.19% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $3,680 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $12,804 | $8,422+52.0% | $8,066+58.7% | $6,690+91.4% |
| Admin fee / account holder | $873 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |