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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 | $172,630 | $198,457-13.0% | $170,435+1.3% | $147,586+17.0% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 12.01% | 257.30%-245.3pp | 205.94%-193.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $11,445 | $6,183+85.1% | $5,432+110.7% | $4,876+134.7% |
| Participant deferral / active EE | $8,286 | $5,629+47.2% | $4,939+67.7% | $5,439+52.3% |
| Admin fee / account holder | $1,799 | $16,852-89.3% | $13,881-87.0% | $10,886-83.5% |