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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 | $222,319 | $175,212+26.9% | $149,682+48.5% | $139,427+59.5% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 17.26% | 166.63%-149.4pp | 134.35%-117.1pp | 373.27%-356.0pp |
| Employer contribution / active EE | $9,491 | $5,475+73.4% | $4,818+97.0% | $4,752+99.8% |
| Participant deferral / active EE | $7,003 | $6,520+7.4% | $5,681+23.3% | $6,711+4.4% |
| Admin fee / account holder | $14,325 | $16,150-11.3% | $13,210+8.4% | $11,404+25.6% |