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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 | $234,389 | $202,342+15.8% | $172,752+35.7% | $152,897+53.3% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 22.56% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $9,596 | $5,858+63.8% | $5,144+86.6% | $4,764+101.5% |
| Participant deferral / active EE | $7,400 | $5,948+24.4% | $5,198+42.4% | $5,851+26.5% |
| Admin fee / account holder | $2,917 | $17,111-83.0% | $13,955-79.1% | $11,599-74.9% |