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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 | $235,811 | $171,867+37.2% | $149,721+57.5% | $147,586+59.8% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 17.02% | 2113.36%-2096.3pp | 1501.67%-1484.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $13,277 | $6,275+111.6% | $5,444+143.9% | $4,876+172.3% |
| Participant deferral / active EE | $15,415 | $7,270+112.0% | $6,568+134.7% | $5,439+183.4% |
| Admin fee / account holder | $834 | $13,799-94.0% | $11,282-92.6% | $10,886-92.3% |