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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 | $182,686 | $160,070+14.1% | $147,117+24.2% | $145,897+25.2% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 9.88% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $7,482 | $5,285+41.6% | $4,932+51.7% | $4,663+60.5% |
| Participant deferral / active EE | $9,000 | $8,419+6.9% | $8,065+11.6% | $6,689+34.5% |
| Admin fee / account holder | $1,605 | $15,035-89.3% | $12,993-87.6% | $13,390-88.0% |