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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 | $183,776 | $171,867+6.9% | $149,721+22.7% | $147,586+24.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 20.47% | 2113.36%-2092.9pp | 1501.67%-1481.2pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,258 | $6,275-16.2% | $5,444-3.4% | $4,876+7.8% |
| Participant deferral / active EE | $11,069 | $7,270+52.3% | $6,568+68.5% | $5,439+103.5% |
| Admin fee / account holder | $1,821 | $13,799-86.8% | $11,282-83.9% | $10,886-83.3% |