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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 | $219,744 | $176,120+24.8% | $159,487+37.8% | $167,553+31.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.47% | 331.95%-319.5pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $5,224 | $5,299-1.4% | $4,831+8.1% | $4,840+7.9% |
| Participant deferral / active EE | $9,218 | $7,752+18.9% | $7,354+25.4% | $6,343+45.3% |
| Admin fee / account holder | $11,914 | $12,561-5.2% | $10,804+10.3% | $12,316-3.3% |