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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 | $199,535 | $160,070+24.7% | $147,117+35.6% | $145,897+36.8% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.65% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,228 | $5,285-38.9% | $4,932-34.5% | $4,663-30.8% |
| Participant deferral / active EE | $9,271 | $8,419+10.1% | $8,065+15.0% | $6,689+38.6% |
| Admin fee / account holder | $5,405 | $15,035-64.1% | $12,993-58.4% | $13,390-59.6% |