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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 | $234,733 | $160,070+46.6% | $147,117+59.6% | $145,897+60.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 10.42% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,646 | $5,285-12.1% | $4,932-5.8% | $4,663-0.4% |
| Participant deferral / active EE | $12,392 | $8,419+47.2% | $8,065+53.7% | $6,689+85.2% |
| Admin fee / account holder | $6,358 | $15,035-57.7% | $12,993-51.1% | $13,390-52.5% |