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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 | $213,555 | $198,457+7.6% | $170,435+25.3% | $147,586+44.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.50% | 257.30%-244.8pp | 205.94%-193.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $10,865 | $6,183+75.7% | $5,432+100.0% | $4,876+122.8% |
| Participant deferral / active EE | $12,650 | $5,629+124.7% | $4,939+156.1% | $5,439+132.6% |
| Admin fee / account holder | $472 | $16,852-97.2% | $13,881-96.6% | $10,886-95.7% |