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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 | $197,192 | $160,070+23.2% | $147,117+34.0% | $145,897+35.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.78% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,550 | $5,285+5.0% | $4,932+12.5% | $4,663+19.0% |
| Participant deferral / active EE | $10,727 | $8,419+27.4% | $8,065+33.0% | $6,689+60.4% |
| Admin fee / account holder | $3,458 | $15,035-77.0% | $12,993-73.4% | $13,390-74.2% |