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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 | $160,040+29.5% | $147,096+40.9% | $145,877+42.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.68% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,754 | $5,289-47.9% | $4,936-44.2% | $4,663-40.9% |
| Participant deferral / active EE | $8,382 | $8,429-0.6% | $8,071+3.9% | $6,691+25.3% |
| Admin fee / account holder | $2,787 | $15,050-81.5% | $13,005-78.6% | $13,402-79.2% |