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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 | $190,212 | $159,934+18.9% | $147,005+29.4% | $145,959+30.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.12% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $9,818 | $5,287+85.7% | $4,934+99.0% | $4,661+110.7% |
| Participant deferral / active EE | $7,445 | $8,427-11.7% | $8,070-7.7% | $6,689+11.3% |
| Admin fee / account holder | $31,041 | $15,053+106.2% | $13,006+138.7% | $13,398+131.7% |