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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 | $153,837 | $171,867-10.5% | $149,721+2.7% | $147,586+4.2% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 20.23% | 2113.36%-2093.1pp | 1501.67%-1481.4pp | 578.59%-558.4pp |
| Employer contribution / active EE | $12,037 | $6,275+91.8% | $5,444+121.1% | $4,876+146.8% |
| Participant deferral / active EE | $16,289 | $7,270+124.1% | $6,568+148.0% | $5,439+199.5% |
| Admin fee / account holder | $10,625 | $13,799-23.0% | $11,282-5.8% | $10,886-2.4% |