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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 | $220,839 | $160,040+38.0% | $147,096+50.1% | $145,877+51.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.38% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $22,708 | $5,289+329.3% | $4,936+360.1% | $4,663+387.0% |
| Participant deferral / active EE | $9,812 | $8,429+16.4% | $8,071+21.6% | $6,691+46.7% |
| Admin fee / account holder | $1,008 | $15,050-93.3% | $13,005-92.3% | $13,402-92.5% |