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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 | $114,541 | $175,259-34.6% | $149,723-23.5% | $139,487-17.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 15.59% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $16,119 | $5,478+194.2% | $4,821+234.3% | $4,755+239.0% |
| Participant deferral / active EE | $12,753 | $6,522+95.6% | $5,682+124.4% | $6,713+90.0% |
| Admin fee / account holder | $864 | $16,158-94.7% | $13,215-93.5% | $11,407-92.4% |