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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 | $219,569 | $180,749+21.5% | $160,784+36.6% | $137,256+60.0% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 14.37% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,994 | $4,155+116.4% | $3,733+140.9% | $4,156+116.4% |
| Participant deferral / active EE | $11,192 | $6,844+63.5% | $6,293+77.8% | $6,407+74.7% |
| Admin fee / account holder | $1,489 | $10,397-85.7% | $9,717-84.7% | $12,270-87.9% |