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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 | $207,558 | $160,040+29.7% | $147,096+41.1% | $145,877+42.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.47% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,388 | $5,289-73.8% | $4,936-71.9% | $4,663-70.2% |
| Participant deferral / active EE | $4,818 | $8,429-42.8% | $8,071-40.3% | $6,691-28.0% |
| Admin fee / account holder | $3,292 | $15,050-78.1% | $13,005-74.7% | $13,402-75.4% |