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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 | $215,574 | $165,399+30.3% | $149,745+44.0% | $158,982+35.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 156.09% | 348.34%-192.2pp | 276.72%-120.6pp | 302.99%-146.9pp |
| Employer contribution / active EE | $10,371 | $5,105+103.2% | $4,646+123.2% | $4,763+117.8% |
| Participant deferral / active EE | $8,191 | $7,183+14.0% | $6,843+19.7% | $5,983+36.9% |
| Admin fee / account holder | $2,578 | $10,811-76.2% | $9,312-72.3% | $11,252-77.1% |