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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 | $181,750 | $160,040+13.6% | $147,096+23.6% | $145,877+24.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.98% | 98.49%-83.5pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $15,877 | $5,289+200.2% | $4,936+221.7% | $4,663+240.5% |
| Participant deferral / active EE | $13,786 | $8,429+63.6% | $8,071+70.8% | $6,691+106.0% |
| Admin fee / account holder | $1,576 | $15,050-89.5% | $13,005-87.9% | $13,402-88.2% |