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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 | $221,294 | $159,978+38.3% | $147,041+50.5% | $145,978+51.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.35% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $8,573 | $5,288+62.1% | $4,935+73.7% | $4,662+83.9% |
| Participant deferral / active EE | $13,053 | $8,429+54.9% | $8,071+61.7% | $6,690+95.1% |
| Admin fee / account holder | $503 | $15,053-96.7% | $13,006-96.1% | $13,400-96.2% |