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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 | $245,508 | $159,978+53.5% | $147,041+67.0% | $145,978+68.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.47% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,540 | $5,288-52.0% | $4,935-48.5% | $4,662-45.5% |
| Participant deferral / active EE | $13,996 | $8,429+66.0% | $8,071+73.4% | $6,690+109.2% |
| Admin fee / account holder | $15,868 | $15,053+5.4% | $13,006+22.0% | $13,400+18.4% |