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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 | $245,508 | $160,070+53.4% | $147,117+66.9% | $145,897+68.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.47% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,540 | $5,285-51.9% | $4,932-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $13,996 | $8,419+66.2% | $8,065+73.5% | $6,689+109.2% |
| Admin fee / account holder | $15,868 | $15,035+5.5% | $12,993+22.1% | $13,390+18.5% |