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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 | $236,431 | $184,000+28.5% | $162,185+45.8% | $152,909+54.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 25.45% | 150.80%-125.3pp | 115.61%-90.2pp | 345.46%-320.0pp |
| Employer contribution / active EE | $17,675 | $6,370+177.5% | $5,613+214.9% | $4,764+271.0% |
| Participant deferral / active EE | $16,775 | $8,033+108.8% | $7,297+129.9% | $5,851+186.7% |
| Admin fee / account holder | $371 | $13,124-97.2% | $10,844-96.6% | $11,601-96.8% |