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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 | $184,840 | $160,028+15.5% | $147,080+25.7% | $145,884+26.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 25.44% | 98.60%-73.2pp | 420.17%-394.7pp | 551.85%-526.4pp |
| Employer contribution / active EE | $12,982 | $5,286+145.6% | $4,933+163.1% | $4,662+178.4% |
| Participant deferral / active EE | $27,831 | $8,422+230.5% | $8,066+245.0% | $6,690+316.0% |
| Admin fee / account holder | $24,715 | $15,030+64.4% | $12,989+90.3% | $13,392+84.6% |