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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 | $230,921 | $160,070+44.3% | $147,117+57.0% | $145,897+58.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.26% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $10,542 | $5,285+99.5% | $4,932+113.7% | $4,663+126.1% |
| Participant deferral / active EE | $11,922 | $8,419+41.6% | $8,065+47.8% | $6,689+78.2% |
| Admin fee / account holder | $33,029 | $15,035+119.7% | $12,993+154.2% | $13,390+146.7% |