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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 | $224,007 | $160,040+40.0% | $147,096+52.3% | $145,877+53.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.59% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $17,106 | $5,289+223.4% | $4,936+246.6% | $4,663+266.8% |
| Participant deferral / active EE | $32,951 | $8,429+290.9% | $8,071+308.3% | $6,691+392.5% |
| Admin fee / account holder | $22,487 | $15,050+49.4% | $13,005+72.9% | $13,402+67.8% |