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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 | $249,960 | $160,040+56.2% | $147,096+69.9% | $145,877+71.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.79% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,769 | $5,289-28.8% | $4,936-23.7% | $4,663-19.2% |
| Participant deferral / active EE | $11,929 | $8,429+41.5% | $8,071+47.8% | $6,691+78.3% |
| Admin fee / account holder | $5,387 | $15,050-64.2% | $13,005-58.6% | $13,402-59.8% |