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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 | $212,706 | $202,342+5.1% | $172,753+23.1% | $152,909+39.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 29.30% | 1029.88%-1000.6pp | 803.00%-773.7pp | 345.46%-316.2pp |
| Employer contribution / active EE | $8,406 | $5,857+43.5% | $5,144+63.4% | $4,764+76.4% |
| Participant deferral / active EE | $4,754 | $5,948-20.1% | $5,198-8.5% | $5,851-18.8% |
| Admin fee / account holder | $4,319 | $17,112-74.8% | $13,956-69.1% | $11,601-62.8% |