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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 | $213,893 | $171,867+24.5% | $149,721+42.9% | $147,586+44.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 20.07% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.59%-558.5pp |
| Employer contribution / active EE | $13,067 | $6,275+108.3% | $5,444+140.0% | $4,876+168.0% |
| Participant deferral / active EE | $14,364 | $7,270+97.6% | $6,568+118.7% | $5,439+164.1% |
| Admin fee / account holder | $11,713 | $13,799-15.1% | $11,282+3.8% | $10,886+7.6% |