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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 | $237,432 | $198,457+19.6% | $170,435+39.3% | $147,586+60.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,387 | $6,183-29.0% | $5,432-19.2% | $4,876-10.0% |
| Participant deferral / active EE | $5,646 | $5,629+0.3% | $4,939+14.3% | $5,439+3.8% |
| Admin fee / account holder | $24,538 | $16,852+45.6% | $13,881+76.8% | $10,886+125.4% |