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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 | $220,266 | $160,070+37.6% | $147,117+49.7% | $145,897+51.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 24.00% | 98.69%-74.7pp | 420.54%-396.5pp | 552.29%-528.3pp |
| Employer contribution / active EE | $5,172 | $5,285-2.1% | $4,932+4.9% | $4,663+10.9% |
| Participant deferral / active EE | $12,970 | $8,419+54.0% | $8,065+60.8% | $6,689+93.9% |
| Admin fee / account holder | $1,591 | $15,035-89.4% | $12,993-87.8% | $13,390-88.1% |