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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 | $188,070 | $169,356+11.1% | $129,406+45.3% | $145,897+28.9% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 15.75% | 14418.62%-14402.9pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $11,031 | $5,542+99.0% | $4,155+165.5% | $4,663+136.6% |
| Participant deferral / active EE | $11,667 | $4,987+134.0% | $4,167+180.0% | $6,689+74.4% |
| Admin fee / account holder | $538 | $9,915-94.6% | $7,689-93.0% | $13,390-96.0% |