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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 | $160,070+39.9% | $147,117+52.3% | $145,897+53.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.59% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $17,106 | $5,285+223.7% | $4,932+246.8% | $4,663+266.9% |
| Participant deferral / active EE | $32,951 | $8,419+291.4% | $8,065+308.6% | $6,689+392.6% |
| Admin fee / account holder | $22,487 | $15,035+49.6% | $12,993+73.1% | $13,390+67.9% |