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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 | $249,655 | $160,040+56.0% | $147,096+69.7% | $145,877+71.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 16.07% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,478 | $5,289-34.2% | $4,936-29.5% | $4,663-25.4% |
| Participant deferral / active EE | $7,925 | $8,429-6.0% | $8,071-1.8% | $6,691+18.4% |
| Admin fee / account holder | $1,402 | $15,050-90.7% | $13,005-89.2% | $13,402-89.5% |