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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 | $199,055 | $160,028+24.4% | $147,080+35.3% | $145,884+36.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $5,515 | $5,286+4.3% | $4,933+11.8% | $4,662+18.3% |
| Participant deferral / active EE | $14,142 | $8,422+67.9% | $8,066+75.3% | $6,690+111.4% |
| Admin fee / account holder | $3,064 | $15,030-79.6% | $12,989-76.4% | $13,392-77.1% |