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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 | $199,807 | $160,040+24.8% | $147,096+35.8% | $145,877+37.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.28% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $16,292 | $5,289+208.0% | $4,936+230.1% | $4,663+249.4% |
| Participant deferral / active EE | $13,997 | $8,429+66.1% | $8,071+73.4% | $6,691+109.2% |
| Admin fee / account holder | $14,951 | $15,050-0.7% | $13,005+15.0% | $13,402+11.6% |