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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 | $202,711 | $176,105+15.1% | $159,474+27.1% | $167,536+21.0% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.89% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $6,934 | $5,299+30.9% | $4,831+43.5% | $4,839+43.3% |
| Participant deferral / active EE | $5,831 | $7,751-24.8% | $7,353-20.7% | $6,342-8.1% |
| Admin fee / account holder | $453,317 | $12,559+3509.4% | $10,802+4096.5% | $12,315+3581.2% |