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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 | $183,592+15.3% | $155,574+36.1% | $145,877+45.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.19% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $14,112 | $5,317+165.4% | $4,676+201.8% | $4,663+202.6% |
| Participant deferral / active EE | $10,275 | $6,466+58.9% | $5,629+82.5% | $6,691+53.6% |
| Admin fee / account holder | $1,259 | $19,316-93.5% | $15,914-92.1% | $13,402-90.6% |