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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 | $181,235 | $175,259+3.4% | $149,723+21.0% | $139,487+29.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.04% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $13,428 | $5,478+145.1% | $4,821+178.5% | $4,755+182.4% |
| Participant deferral / active EE | $3,970 | $6,522-39.1% | $5,682-30.1% | $6,713-40.9% |
| Admin fee / account holder | $926 | $16,158-94.3% | $13,215-93.0% | $11,407-91.9% |