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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 | $181,481 | $209,874-13.5% | $189,537-4.3% | $167,536+8.3% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 22.39% | 748.61%-726.2pp | 555.34%-532.9pp | 478.82%-456.4pp |
| Employer contribution / active EE | $22,174 | $6,913+220.8% | $6,161+259.9% | $4,839+358.2% |
| Participant deferral / active EE | $15,514 | $8,934+73.7% | $8,220+88.7% | $6,342+144.6% |
| Admin fee / account holder | $30,991 | $14,299+116.7% | $12,048+157.2% | $12,315+151.7% |