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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 | $244,714 | $209,888+16.6% | $189,545+29.1% | $167,553+46.1% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 12.88% | 748.66%-735.8pp | 555.36%-542.5pp | 478.89%-466.0pp |
| Employer contribution / active EE | $3,627 | $6,915-47.5% | $6,162-41.1% | $4,840-25.1% |
| Participant deferral / active EE | $6,245 | $8,934-30.1% | $8,220-24.0% | $6,343-1.5% |
| Admin fee / account holder | $20,859 | $14,300+45.9% | $12,049+73.1% | $12,316+69.4% |