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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 | $177,599 | $160,028+11.0% | $147,080+20.7% | $145,884+21.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.49% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $12,513 | $5,286+136.7% | $4,933+153.6% | $4,662+168.4% |
| Participant deferral / active EE | $13,237 | $8,422+57.2% | $8,066+64.1% | $6,690+97.9% |
| Admin fee / account holder | $38,845 | $15,030+158.5% | $12,989+199.1% | $13,392+190.1% |