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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 | $196,727 | $202,342-2.8% | $172,752+13.9% | $152,897+28.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 29.46% | 1029.83%-1000.4pp | 802.97%-773.5pp | 345.43%-316.0pp |
| Employer contribution / active EE | $5,406 | $5,858-7.7% | $5,144+5.1% | $4,764+13.5% |
| Participant deferral / active EE | $4,935 | $5,948-17.0% | $5,198-5.0% | $5,851-15.7% |
| Admin fee / account holder | $4,460 | $17,111-73.9% | $13,955-68.0% | $11,599-61.5% |