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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 | $190,626 | $175,259+8.8% | $149,723+27.3% | $139,487+36.7% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 15.46% | 166.82%-151.4pp | 134.50%-119.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $9,545 | $5,478+74.2% | $4,821+98.0% | $4,755+100.8% |
| Participant deferral / active EE | $9,710 | $6,522+48.9% | $5,682+70.9% | $6,713+44.7% |
| Admin fee / account holder | $50,969 | $16,158+215.4% | $13,215+285.7% | $11,407+346.8% |