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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 | $159,934+11.0% | $147,005+20.8% | $145,959+21.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.49% | 98.24%-83.7pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $12,513 | $5,287+136.7% | $4,934+153.6% | $4,661+168.5% |
| Participant deferral / active EE | $13,237 | $8,427+57.1% | $8,070+64.0% | $6,689+97.9% |
| Admin fee / account holder | $38,845 | $15,053+158.0% | $13,006+198.7% | $13,398+189.9% |