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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 | $248,626 | $160,040+55.4% | $147,096+69.0% | $145,877+70.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.25% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $7,519 | $5,289+42.1% | $4,936+52.3% | $4,663+61.2% |
| Participant deferral / active EE | $7,382 | $8,429-12.4% | $8,071-8.5% | $6,691+10.3% |
| Admin fee / account holder | $22,628 | $15,050+50.4% | $13,005+74.0% | $13,402+68.8% |