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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 | $234,557 | $202,342+15.9% | $172,752+35.8% | $152,897+53.4% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 25.63% | 1029.83%-1004.2pp | 802.97%-777.3pp | 345.43%-319.8pp |
| Employer contribution / active EE | $8,962 | $5,858+53.0% | $5,144+74.2% | $4,764+88.1% |
| Participant deferral / active EE | $4,131 | $5,948-30.6% | $5,198-20.5% | $5,851-29.4% |
| Admin fee / account holder | $5,014 | $17,111-70.7% | $13,955-64.1% | $11,599-56.8% |