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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 | $171,873 | $160,070+7.4% | $147,117+16.8% | $145,897+17.8% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.74% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,843 | $5,285-8.4% | $4,932-1.8% | $4,663+3.9% |
| Participant deferral / active EE | $15,173 | $8,419+80.2% | $8,065+88.1% | $6,689+126.8% |
| Admin fee / account holder | $950 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |