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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 | $211,740 | $183,539+15.4% | $155,556+36.1% | $145,897+45.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.19% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $14,112 | $5,315+165.5% | $4,675+201.8% | $4,663+202.7% |
| Participant deferral / active EE | $10,275 | $6,467+58.9% | $5,631+82.5% | $6,689+53.6% |
| Admin fee / account holder | $1,259 | $19,275-93.5% | $15,885-92.1% | $13,390-90.6% |