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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 | $239,187 | $168,635+41.8% | $147,617+62.0% | $125,389+90.8% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -1.47% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $12,944 | $6,252+107.0% | $5,564+132.6% | $4,866+166.0% |
| Participant deferral / active EE | $4,196 | $5,507-23.8% | $4,895-14.3% | $5,352-21.6% |
| Admin fee / account holder | $17,780 | $13,580+30.9% | $11,612+53.1% | $9,541+86.4% |