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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 | $229,194 | $160,070+43.2% | $147,117+55.8% | $145,897+57.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 14.08% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,311 | $5,285-56.3% | $4,932-53.2% | $4,663-50.4% |
| Participant deferral / active EE | $5,694 | $8,419-32.4% | $8,065-29.4% | $6,689-14.9% |
| Admin fee / account holder | $1,596 | $15,035-89.4% | $12,993-87.7% | $13,390-88.1% |