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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 | $228,292 | $177,353+28.7% | $158,226+44.3% | $198,609+14.9% |
| Participation rate | 86.4% | 77.0%+9.3pp | 74.8%+11.5pp | 82.4%+4.0pp |
| Annual return | 10.99% | 599.50%-588.5pp | 501.41%-490.4pp | 202.70%-191.7pp |
| Employer contribution / active EE | $4,135 | $3,239+27.7% | $2,986+38.5% | $5,055-18.2% |
| Participant deferral / active EE | $6,758 | $4,615+46.4% | $4,317+56.6% | $6,977-3.1% |
| Admin fee / account holder | $31,352 | $10,960+186.0% | $10,217+206.9% | $19,030+64.7% |