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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 | $183,592+34.5% | $155,567+58.8% | $145,959+69.2% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 11.86% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $7,662 | $5,315+44.2% | $4,674+63.9% | $4,661+64.4% |
| Participant deferral / active EE | $3,088 | $6,464-52.2% | $5,628-45.1% | $6,689-53.8% |
| Admin fee / account holder | $4,432 | $19,318-77.1% | $15,916-72.2% | $13,398-66.9% |