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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 | $82,203 | $198,457-58.6% | $170,435-51.8% | $147,586-44.3% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 15.61% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $11,471 | $6,183+85.5% | $5,432+111.2% | $4,876+135.2% |
| Participant deferral / active EE | $12,589 | $5,629+123.6% | $4,939+154.9% | $5,439+131.5% |
| Admin fee / account holder | $1,025 | $16,852-93.9% | $13,881-92.6% | $10,886-90.6% |