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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 | $205,776 | $176,077+16.9% | $159,455+29.0% | $167,518+22.8% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.52% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $6,298 | $5,298+18.9% | $4,830+30.4% | $4,838+30.2% |
| Participant deferral / active EE | $11,458 | $7,751+47.8% | $7,353+55.8% | $6,342+80.7% |
| Admin fee / account holder | $13,343 | $12,556+6.3% | $10,800+23.5% | $12,312+8.4% |