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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 | $166,020+28.4% | $164,866+29.3% | $145,959+46.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 9.11% | 100.08%-91.0pp | 69.97%-60.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $6,621 | $5,275+25.5% | $4,343+52.5% | $4,661+42.1% |
| Participant deferral / active EE | $13,242 | $6,961+90.2% | $6,033+119.5% | $6,689+98.0% |
| Admin fee / account holder | $93,999 | $16,644+464.8% | $12,689+640.8% | $13,398+601.6% |