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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 | $158,482 | $198,457-20.1% | $170,435-7.0% | $147,586+7.4% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 15.12% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $25,413 | $6,183+311.0% | $5,432+367.8% | $4,876+421.1% |
| Participant deferral / active EE | $15,740 | $5,629+179.6% | $4,939+218.7% | $5,439+189.4% |
| Admin fee / account holder | $33,515 | $16,852+98.9% | $13,881+141.4% | $10,886+207.9% |