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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 | $241,122 | $138,102+74.6% | $125,381+92.3% | $134,532+79.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 16.07% | 750.73%-734.7pp | 572.31%-556.2pp | 418.27%-402.2pp |
| Employer contribution / active EE | $2,244 | $5,245-57.2% | $4,815-53.4% | $4,741-52.7% |
| Participant deferral / active EE | $10,205 | $7,801+30.8% | $7,448+37.0% | $6,401+59.4% |
| Admin fee / account holder | $25,724 | $11,568+122.4% | $10,007+157.1% | $11,429+125.1% |