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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 | $186,140 | $160,070+16.3% | $147,117+26.5% | $145,897+27.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.10% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $8,442 | $5,285+59.8% | $4,932+71.2% | $4,663+81.1% |
| Participant deferral / active EE | $12,127 | $8,419+44.0% | $8,065+50.4% | $6,689+81.3% |
| Admin fee / account holder | $65,650 | $15,035+336.6% | $12,993+405.3% | $13,390+390.3% |