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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 | $211,760 | $126,519+67.4% | $106,201+99.4% | $145,959+45.1% |
| Participation rate | 78.6% | 77.7%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 9.92% | 225.10%-215.2pp | 116.26%-106.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $11,164 | $3,726+199.6% | $3,170+252.2% | $4,661+139.5% |
| Participant deferral / active EE | $10,176 | $5,716+78.0% | $5,012+103.0% | $6,689+52.1% |
| Admin fee / account holder | $2,211 | $17,312-87.2% | $11,039-80.0% | $13,398-83.5% |