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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 | $242,544 | $144,130+68.3% | $117,860+105.8% | $147,585+64.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 14.83% | 531.20%-516.4pp | 335.10%-320.3pp | 578.58%-563.8pp |
| Employer contribution / active EE | $2,244 | $4,897-54.2% | $3,786-40.7% | $4,876-54.0% |
| Participant deferral / active EE | $6,672 | $5,316+25.5% | $4,482+48.9% | $5,439+22.7% |
| Admin fee / account holder | $6,196 | $10,887-43.1% | $8,021-22.7% | $10,886-43.1% |