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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 | $213,644 | $202,342+5.6% | $172,753+23.7% | $152,909+39.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 23.14% | 1029.88%-1006.7pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $4,467 | $5,857-23.7% | $5,144-13.2% | $4,764-6.2% |
| Participant deferral / active EE | $8,605 | $5,948+44.7% | $5,198+65.6% | $5,851+47.1% |
| Admin fee / account holder | $1,101 | $17,112-93.6% | $13,956-92.1% | $11,601-90.5% |