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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 | $231,170 | $198,462+16.5% | $170,439+35.6% | $147,585+56.6% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 13.61% | 257.30%-243.7pp | 205.94%-192.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $13,403 | $6,184+116.8% | $5,433+146.7% | $4,876+174.9% |
| Participant deferral / active EE | $11,040 | $5,629+96.1% | $4,939+123.5% | $5,439+103.0% |
| Admin fee / account holder | $1,583 | $16,852-90.6% | $13,881-88.6% | $10,886-85.5% |