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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 | $241,954 | $144,124+67.9% | $117,857+105.3% | $147,585+63.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 16.01% | 531.17%-515.2pp | 335.09%-319.1pp | 578.57%-562.6pp |
| Employer contribution / active EE | $4,998 | $4,897+2.1% | $3,786+32.0% | $4,876+2.5% |
| Participant deferral / active EE | $7,957 | $5,316+49.7% | $4,482+77.5% | $5,439+46.3% |
| Admin fee / account holder | $4,986 | $10,886-54.2% | $8,020-37.8% | $10,885-54.2% |