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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 | $243,866 | $180,749+34.9% | $160,784+51.7% | $137,256+77.7% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.0%+18.5pp | 80.0%+15.5pp |
| Annual return | 17.05% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $8,249 | $4,155+98.5% | $3,733+121.0% | $4,156+98.5% |
| Participant deferral / active EE | $7,811 | $6,844+14.1% | $6,293+24.1% | $6,407+21.9% |
| Admin fee / account holder | $1,814 | $10,397-82.6% | $9,717-81.3% | $12,270-85.2% |