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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 | $207,978 | $160,040+30.0% | $147,096+41.4% | $145,877+42.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.17% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $11,801 | $5,289+123.1% | $4,936+139.1% | $4,663+153.1% |
| Participant deferral / active EE | $12,842 | $8,429+52.4% | $8,071+59.1% | $6,691+91.9% |
| Admin fee / account holder | $1,569 | $15,050-89.6% | $13,005-87.9% | $13,402-88.3% |