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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 | $186,737 | $175,257+6.6% | $149,717+24.7% | $139,456+33.9% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 13.21% | 166.70%-153.5pp | 134.41%-121.2pp | 373.45%-360.2pp |
| Employer contribution / active EE | $7,521 | $5,477+37.3% | $4,820+56.1% | $4,753+58.3% |
| Participant deferral / active EE | $4,633 | $6,521-28.9% | $5,682-18.5% | $6,711-31.0% |
| Admin fee / account holder | $24,755 | $16,156+53.2% | $13,213+87.4% | $11,407+117.0% |