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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 | $200,195 | $159,934+25.2% | $147,005+36.2% | $145,959+37.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 20.62% | 98.24%-77.6pp | 418.76%-398.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $13,512 | $5,287+155.6% | $4,934+173.8% | $4,661+189.9% |
| Participant deferral / active EE | $15,042 | $8,427+78.5% | $8,070+86.4% | $6,689+124.9% |
| Admin fee / account holder | $411 | $15,053-97.3% | $13,006-96.8% | $13,398-96.9% |