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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 | $189,407 | $160,028+18.4% | $147,080+28.8% | $145,884+29.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 111.58% | 98.60%+13.0pp | 420.17%-308.6pp | 551.85%-440.3pp |
| Employer contribution / active EE | $2,524 | $5,286-52.3% | $4,933-48.8% | $4,662-45.9% |
| Participant deferral / active EE | $22,750 | $8,422+170.1% | $8,066+182.0% | $6,690+240.1% |
| Admin fee / account holder | $469,727 | $15,030+3025.3% | $12,989+3516.4% | $13,392+3407.6% |