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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 | $213,577 | $160,028+33.5% | $147,080+45.2% | $145,884+46.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.50% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,820 | $5,286-46.6% | $4,933-42.8% | $4,662-39.5% |
| Participant deferral / active EE | $9,554 | $8,422+13.4% | $8,066+18.4% | $6,690+42.8% |
| Admin fee / account holder | $2,436 | $15,030-83.8% | $12,989-81.2% | $13,392-81.8% |