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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 | $175,699 | $138,102+27.2% | $125,381+40.1% | $134,532+30.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 49.53% | 750.73%-701.2pp | 572.31%-522.8pp | 418.27%-368.7pp |
| Employer contribution / active EE | $3,915 | $5,245-25.4% | $4,815-18.7% | $4,741-17.4% |
| Participant deferral / active EE | $9,692 | $7,801+24.2% | $7,448+30.1% | $6,401+51.4% |
| Admin fee / account holder | $11,110 | $11,568-4.0% | $10,007+11.0% | $11,429-2.8% |