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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 | $235,123 | $202,342+16.2% | $172,752+36.1% | $152,897+53.8% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 34.78% | 1029.83%-995.0pp | 802.97%-768.2pp | 345.43%-310.6pp |
| Employer contribution / active EE | $2,331 | $5,858-60.2% | $5,144-54.7% | $4,764-51.1% |
| Participant deferral / active EE | $4,478 | $5,948-24.7% | $5,198-13.8% | $5,851-23.5% |
| Admin fee / account holder | $20,119 | $17,111+17.6% | $13,955+44.2% | $11,599+73.5% |