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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 | $176,861 | $134,817+31.2% | $123,973+42.7% | $155,188+14.0% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.7%+19.2pp | 80.8%+15.0pp |
| Annual return | 14.61% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $12,056 | $4,425+172.4% | $4,126+192.2% | $4,248+183.8% |
| Participant deferral / active EE | $9,389 | $5,706+64.5% | $5,247+78.9% | $6,531+43.8% |
| Admin fee / account holder | $9,425 | $13,245-28.8% | $11,799-20.1% | $14,480-34.9% |