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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 | $241,330 | $150,435+60.4% | $120,580+100.1% | $145,897+65.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 72.0%+5.8pp | 80.3%-2.5pp |
| Annual return | 12.33% | 154.60%-142.3pp | 107.48%-95.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,649 | $4,352-16.1% | $3,469+5.2% | $4,663-21.7% |
| Participant deferral / active EE | $7,669 | $6,174+24.2% | $4,995+53.5% | $6,689+14.6% |
| Admin fee / account holder | $12,966 | $12,182+6.4% | $9,418+37.7% | $13,390-3.2% |