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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 | $214,621 | $183,539+16.9% | $155,556+38.0% | $145,897+47.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.60% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $8,507 | $5,315+60.0% | $4,675+81.9% | $4,663+82.4% |
| Participant deferral / active EE | $5,185 | $6,467-19.8% | $5,631-7.9% | $6,689-22.5% |
| Admin fee / account holder | $5,390 | $19,275-72.0% | $15,885-66.1% | $13,390-59.7% |