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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 | $213,112 | $166,131+28.3% | $164,975+29.2% | $145,877+46.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.11% | 100.37%-91.3pp | 70.12%-61.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,621 | $5,276+25.5% | $4,343+52.5% | $4,663+42.0% |
| Participant deferral / active EE | $13,242 | $6,962+90.2% | $6,033+119.5% | $6,691+97.9% |
| Admin fee / account holder | $93,999 | $16,648+464.6% | $12,688+640.8% | $13,402+601.4% |