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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 | $207,715 | $160,070+29.8% | $147,117+41.2% | $145,897+42.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 115.82% | 98.69%+17.1pp | 420.54%-304.7pp | 552.29%-436.5pp |
| Employer contribution / active EE | $7,255 | $5,285+37.3% | $4,932+47.1% | $4,663+55.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,130 | $15,035-72.5% | $12,993-68.2% | $13,390-69.2% |