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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 | $191,214 | $160,040+19.5% | $147,096+30.0% | $145,877+31.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $11,834 | $5,289+123.7% | $4,936+139.7% | $4,663+153.8% |
| Participant deferral / active EE | $8,350 | $8,429-0.9% | $8,071+3.5% | $6,691+24.8% |
| Admin fee / account holder | $53,368 | $15,050+254.6% | $13,005+310.4% | $13,402+298.2% |