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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 | $185,482 | $171,867+7.9% | $149,721+23.9% | $147,586+25.7% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 14.93% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $7,751 | $6,275+23.5% | $5,444+42.4% | $4,876+58.9% |
| Participant deferral / active EE | $2,956 | $7,270-59.3% | $6,568-55.0% | $5,439-45.6% |
| Admin fee / account holder | $807 | $13,799-94.1% | $11,282-92.8% | $10,886-92.6% |