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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 | $207,922 | $160,070+29.9% | $147,117+41.3% | $145,897+42.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.01% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $7,535 | $5,285+42.6% | $4,932+52.8% | $4,663+61.6% |
| Participant deferral / active EE | $13,677 | $8,419+62.5% | $8,065+69.6% | $6,689+104.5% |
| Admin fee / account holder | $5,919 | $15,035-60.6% | $12,993-54.4% | $13,390-55.8% |