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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 | $160,040+25.1% | $147,096+36.1% | $145,877+37.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 20.62% | 98.49%-77.9pp | 419.75%-399.1pp | 551.28%-530.7pp |
| Employer contribution / active EE | $13,512 | $5,289+155.5% | $4,936+173.8% | $4,663+189.8% |
| Participant deferral / active EE | $15,042 | $8,429+78.5% | $8,071+86.4% | $6,691+124.8% |
| Admin fee / account holder | $411 | $15,050-97.3% | $13,005-96.8% | $13,402-96.9% |