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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% | $155,574+58.8% | $145,877+69.3% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 11.86% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $7,662 | $5,317+44.1% | $4,676+63.9% | $4,663+64.3% |
| Participant deferral / active EE | $3,088 | $6,466-52.2% | $5,629-45.1% | $6,691-53.8% |
| Admin fee / account holder | $4,432 | $19,316-77.1% | $15,914-72.2% | $13,402-66.9% |