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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 | $213,294 | $171,867+24.1% | $149,721+42.5% | $147,586+44.5% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 14.78% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,729 | $6,275-40.6% | $5,444-31.5% | $4,876-23.5% |
| Participant deferral / active EE | $15,133 | $7,270+108.2% | $6,568+130.4% | $5,439+178.2% |
| Admin fee / account holder | $2,166 | $13,799-84.3% | $11,282-80.8% | $10,886-80.1% |