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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 | $160,070+18.8% | $147,117+29.3% | $145,897+30.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.12% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $9,818 | $5,285+85.8% | $4,932+99.0% | $4,663+110.6% |
| Participant deferral / active EE | $7,445 | $8,419-11.6% | $8,065-7.7% | $6,689+11.3% |
| Admin fee / account holder | $31,041 | $15,035+106.5% | $12,993+138.9% | $13,390+131.8% |