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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 | $210,702 | $160,040+31.7% | $147,096+43.2% | $145,877+44.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.16% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,439 | $5,289-35.0% | $4,936-30.3% | $4,663-26.3% |
| Participant deferral / active EE | $10,690 | $8,429+26.8% | $8,071+32.4% | $6,691+59.8% |
| Admin fee / account holder | $1,359 | $15,050-91.0% | $13,005-89.5% | $13,402-89.9% |