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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 | $245,485 | $160,070+53.4% | $147,117+66.9% | $145,897+68.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.95% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,154 | $5,285-78.2% | $4,932-76.6% | $4,663-75.3% |
| Participant deferral / active EE | $8,477 | $8,419+0.7% | $8,065+5.1% | $6,689+26.7% |
| Admin fee / account holder | $12,363 | $15,035-17.8% | $12,993-4.8% | $13,390-7.7% |