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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 | $204,170 | $160,028+27.6% | $147,080+38.8% | $145,884+40.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.90% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,003 | $5,286-62.1% | $4,933-59.4% | $4,662-57.0% |
| Participant deferral / active EE | $8,295 | $8,422-1.5% | $8,066+2.8% | $6,690+24.0% |
| Admin fee / account holder | $8,813 | $15,030-41.4% | $12,989-32.2% | $13,392-34.2% |