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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 | $194,307 | $160,070+21.4% | $147,117+32.1% | $145,897+33.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 24.30% | 98.69%-74.4pp | 420.54%-396.2pp | 552.29%-528.0pp |
| Employer contribution / active EE | $7,197 | $5,285+36.2% | $4,932+45.9% | $4,663+54.4% |
| Participant deferral / active EE | $12,298 | $8,419+46.1% | $8,065+52.5% | $6,689+83.8% |
| Admin fee / account holder | $4,686 | $15,035-68.8% | $12,993-63.9% | $13,390-65.0% |