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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 | $200,891 | $176,120+14.1% | $159,487+26.0% | $167,553+19.9% |
| Participation rate | 91.3% | 85.0%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 12.83% | 331.95%-319.1pp | 263.71%-250.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $11,470 | $5,299+116.4% | $4,831+137.4% | $4,840+137.0% |
| Participant deferral / active EE | $11,029 | $7,752+42.3% | $7,354+50.0% | $6,343+73.9% |
| Admin fee / account holder | $2,828 | $12,561-77.5% | $10,804-73.8% | $12,316-77.0% |