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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 | $210,491 | $160,028+31.5% | $147,080+43.1% | $145,884+44.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 15.11% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $14,581 | $5,286+175.9% | $4,933+195.6% | $4,662+212.7% |
| Participant deferral / active EE | $17,299 | $8,422+105.4% | $8,066+114.5% | $6,690+158.6% |
| Admin fee / account holder | $439 | $15,030-97.1% | $12,989-96.6% | $13,392-96.7% |