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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 | $218,065 | $171,867+26.9% | $149,721+45.6% | $147,586+47.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 17.21% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,617 | $6,275-58.3% | $5,444-51.9% | $4,876-46.3% |
| Participant deferral / active EE | $4,629 | $7,270-36.3% | $6,568-29.5% | $5,439-14.9% |
| Admin fee / account holder | $11,784 | $13,799-14.6% | $11,282+4.4% | $10,886+8.3% |