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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 | $245,419 | $160,070+53.3% | $147,117+66.8% | $145,897+68.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 13.63% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,725 | $5,285+8.3% | $4,932+16.1% | $4,663+22.8% |
| Participant deferral / active EE | $8,073 | $8,419-4.1% | $8,065+0.1% | $6,689+20.7% |
| Admin fee / account holder | $1,120 | $15,035-92.6% | $12,993-91.4% | $13,390-91.6% |