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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 | $224,044 | $160,028+40.0% | $147,080+52.3% | $145,884+53.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.47% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,903 | $5,286+11.7% | $4,933+19.7% | $4,662+26.6% |
| Participant deferral / active EE | $14,406 | $8,422+71.1% | $8,066+78.6% | $6,690+115.3% |
| Admin fee / account holder | $23,821 | $15,030+58.5% | $12,989+83.4% | $13,392+77.9% |