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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 | $160,028+38.0% | $147,080+50.1% | $145,884+51.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $22,708 | $5,286+329.6% | $4,933+360.3% | $4,662+387.1% |
| Participant deferral / active EE | $9,812 | $8,422+16.5% | $8,066+21.6% | $6,690+46.7% |
| Admin fee / account holder | $1,008 | $15,030-93.3% | $12,989-92.2% | $13,392-92.5% |