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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 | $229,041 | $160,040+43.1% | $147,096+55.7% | $145,877+57.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.73% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $4,391 | $5,289-17.0% | $4,936-11.0% | $4,663-5.8% |
| Participant deferral / active EE | $11,357 | $8,429+34.7% | $8,071+40.7% | $6,691+69.7% |
| Admin fee / account holder | $2,789 | $15,050-81.5% | $13,005-78.6% | $13,402-79.2% |