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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 | $160,028+30.0% | $147,080+41.4% | $145,884+42.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.17% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $11,801 | $5,286+123.3% | $4,933+139.2% | $4,662+153.1% |
| Participant deferral / active EE | $12,842 | $8,422+52.5% | $8,066+59.2% | $6,690+92.0% |
| Admin fee / account holder | $1,569 | $15,030-89.6% | $12,989-87.9% | $13,392-88.3% |