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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 | $242,184 | $209,422+15.6% | $178,503+35.7% | $158,982+52.3% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 12.73% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $9,407 | $5,707+64.8% | $5,011+87.7% | $4,763+97.5% |
| Participant deferral / active EE | $14,121 | $5,955+137.1% | $5,202+171.4% | $5,983+136.0% |
| Admin fee / account holder | $15,338 | $17,079-10.2% | $13,987+9.7% | $11,252+36.3% |