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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 | $241,247 | $202,342+19.2% | $172,753+39.6% | $152,909+57.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 14.49% | 1029.88%-1015.4pp | 803.00%-788.5pp | 345.46%-331.0pp |
| Employer contribution / active EE | $6,000 | $5,857+2.4% | $5,144+16.7% | $4,764+26.0% |
| Participant deferral / active EE | $2,134 | $5,948-64.1% | $5,198-59.0% | $5,851-63.5% |
| Admin fee / account holder | $749 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |