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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 | $214,939 | $160,040+34.3% | $147,096+46.1% | $145,877+47.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.84% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,219 | $5,289-58.0% | $4,936-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $7,560 | $8,429-10.3% | $8,071-6.3% | $6,691+13.0% |
| Admin fee / account holder | $1,485 | $15,050-90.1% | $13,005-88.6% | $13,402-88.9% |