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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 | $207,236 | $160,070+29.5% | $147,117+40.9% | $145,897+42.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.68% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,754 | $5,285-47.9% | $4,932-44.2% | $4,663-40.9% |
| Participant deferral / active EE | $8,382 | $8,419-0.4% | $8,065+3.9% | $6,689+25.3% |
| Admin fee / account holder | $2,787 | $15,035-81.5% | $12,993-78.6% | $13,390-79.2% |