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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 | $231,882 | $198,461+16.8% | $170,436+36.1% | $147,585+57.1% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 16.16% | 257.30%-241.1pp | 205.94%-189.8pp | 578.57%-562.4pp |
| Employer contribution / active EE | $13,689 | $6,184+121.4% | $5,433+152.0% | $4,876+180.7% |
| Participant deferral / active EE | $14,782 | $5,629+162.6% | $4,939+199.3% | $5,439+171.8% |
| Admin fee / account holder | $18,912 | $16,852+12.2% | $13,880+36.2% | $10,885+73.7% |