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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 | $160,040+16.3% | $147,096+26.5% | $145,877+27.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.10% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,442 | $5,289+59.6% | $4,936+71.0% | $4,663+81.0% |
| Participant deferral / active EE | $12,127 | $8,429+43.9% | $8,071+50.3% | $6,691+81.3% |
| Admin fee / account holder | $65,650 | $15,050+336.2% | $13,005+404.8% | $13,402+389.8% |