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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 | $180,642 | $160,059+12.9% | $140,019+29.0% | $135,380+33.4% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | 38.67% | 911.48%-872.8pp | 651.17%-612.5pp | 519.81%-481.1pp |
| Employer contribution / active EE | $7,480 | $6,420+16.5% | $5,605+33.4% | $4,779+56.5% |
| Participant deferral / active EE | $15,774 | $7,641+106.5% | $6,927+127.7% | $5,609+181.2% |
| Admin fee / account holder | $3,329 | $13,328-75.0% | $10,705-68.9% | $10,828-69.3% |