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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 | $225,361 | $160,028+40.8% | $147,080+53.2% | $145,884+54.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.89% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $9,767 | $5,286+84.8% | $4,933+98.0% | $4,662+109.5% |
| Participant deferral / active EE | $14,198 | $8,422+68.6% | $8,066+76.0% | $6,690+112.2% |
| Admin fee / account holder | $1,586 | $15,030-89.4% | $12,989-87.8% | $13,392-88.2% |