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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 | $235,669 | $183,988+28.1% | $162,177+45.3% | $152,897+54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.50% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $7,985 | $6,370+25.4% | $5,613+42.3% | $4,764+67.6% |
| Participant deferral / active EE | $9,579 | $8,032+19.3% | $7,297+31.3% | $5,851+63.7% |
| Admin fee / account holder | $11,525 | $13,123-12.2% | $10,843+6.3% | $11,599-0.6% |