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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 | $183,574 | $183,978-0.2% | $162,171+13.2% | $152,885+20.1% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.8pp | 82.5%+8.9pp |
| Annual return | 23.92% | 150.78%-126.9pp | 115.60%-91.7pp | 345.39%-321.5pp |
| Employer contribution / active EE | $8,178 | $6,370+28.4% | $5,613+45.7% | $4,763+71.7% |
| Participant deferral / active EE | $14,813 | $8,033+84.4% | $7,297+103.0% | $5,851+153.2% |
| Admin fee / account holder | $13,463 | $13,122+2.6% | $10,843+24.2% | $11,598+16.1% |