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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 | $175,460 | $184,000-4.6% | $162,185+8.2% | $152,909+14.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.5%+12.5pp |
| Annual return | 25.98% | 150.80%-124.8pp | 115.61%-89.6pp | 345.46%-319.5pp |
| Employer contribution / active EE | $10,796 | $6,370+69.5% | $5,613+92.3% | $4,764+126.6% |
| Participant deferral / active EE | $12,384 | $8,033+54.2% | $7,297+69.7% | $5,851+111.6% |
| Admin fee / account holder | $63,820 | $13,124+386.3% | $10,844+488.5% | $11,601+450.1% |