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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 | $166,328 | $160,070+3.9% | $147,117+13.1% | $145,897+14.0% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.28% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $13,504 | $5,285+155.5% | $4,932+173.8% | $4,663+189.6% |
| Participant deferral / active EE | $10,724 | $8,419+27.4% | $8,065+33.0% | $6,689+60.3% |
| Admin fee / account holder | $12,162 | $15,035-19.1% | $12,993-6.4% | $13,390-9.2% |