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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 | $159,978+30.0% | $147,041+41.4% | $145,978+42.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.01% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $7,535 | $5,288+42.5% | $4,935+52.7% | $4,662+61.6% |
| Participant deferral / active EE | $13,677 | $8,429+62.3% | $8,071+69.5% | $6,690+104.5% |
| Admin fee / account holder | $5,919 | $15,053-60.7% | $13,006-54.5% | $13,400-55.8% |