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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 | $223,317 | $160,070+39.5% | $147,117+51.8% | $145,897+53.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.14% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $6,530 | $5,285+23.6% | $4,932+32.4% | $4,663+40.1% |
| Participant deferral / active EE | $6,530 | $8,419-22.4% | $8,065-19.0% | $6,689-2.4% |
| Admin fee / account holder | $7,436 | $15,035-50.5% | $12,993-42.8% | $13,390-44.5% |