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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 | $227,046 | $202,342+12.2% | $172,752+31.4% | $152,897+48.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 20.78% | 1029.83%-1009.1pp | 802.97%-782.2pp | 345.43%-324.7pp |
| Employer contribution / active EE | $5,661 | $5,858-3.4% | $5,144+10.0% | $4,764+18.8% |
| Participant deferral / active EE | $7,441 | $5,948+25.1% | $5,198+43.2% | $5,851+27.2% |
| Admin fee / account holder | $3,039 | $17,111-82.2% | $13,955-78.2% | $11,599-73.8% |