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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 | $246,998 | $183,539+34.6% | $155,556+58.8% | $145,897+69.3% |
| Participation rate | 87.0% | 82.7%+4.2pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 11.86% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $7,662 | $5,315+44.1% | $4,675+63.9% | $4,663+64.3% |
| Participant deferral / active EE | $3,088 | $6,467-52.3% | $5,631-45.2% | $6,689-53.8% |
| Admin fee / account holder | $4,432 | $19,275-77.0% | $15,885-72.1% | $13,390-66.9% |