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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 | $246,071 | $160,070+53.7% | $147,117+67.3% | $145,897+68.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.55% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $4,242 | $5,285-19.7% | $4,932-14.0% | $4,663-9.0% |
| Participant deferral / active EE | $14,175 | $8,419+68.4% | $8,065+75.8% | $6,689+111.9% |
| Admin fee / account holder | $8,892 | $15,035-40.9% | $12,993-31.6% | $13,390-33.6% |