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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 | $192,800 | $175,259+10.0% | $149,723+28.8% | $139,487+38.2% |
| Participation rate | 95.8% | 83.4%+12.4pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 15.18% | 166.82%-151.6pp | 134.50%-119.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $9,696 | $5,478+77.0% | $4,821+101.1% | $4,755+103.9% |
| Participant deferral / active EE | $5,188 | $6,522-20.4% | $5,682-8.7% | $6,713-22.7% |
| Admin fee / account holder | $258,709 | $16,158+1501.1% | $13,215+1857.7% | $11,407+2167.9% |