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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 | $186,126 | $171,867+8.3% | $149,716+24.3% | $147,585+26.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 15.52% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.58%-563.1pp |
| Employer contribution / active EE | $4,641 | $6,275-26.0% | $5,444-14.8% | $4,876-4.8% |
| Participant deferral / active EE | $11,888 | $7,270+63.5% | $6,568+81.0% | $5,439+118.6% |
| Admin fee / account holder | $14,054 | $13,799+1.8% | $11,282+24.6% | $10,886+29.1% |