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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 | $191,139 | $160,070+19.4% | $147,117+29.9% | $145,897+31.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.52% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $7,500 | $5,285+41.9% | $4,932+52.1% | $4,663+60.9% |
| Participant deferral / active EE | $12,646 | $8,419+50.2% | $8,065+56.8% | $6,689+89.0% |
| Admin fee / account holder | $9,782 | $15,035-34.9% | $12,993-24.7% | $13,390-27.0% |