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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 | $192,127 | $202,342-5.0% | $172,753+11.2% | $152,909+25.6% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 28.86% | 1029.88%-1001.0pp | 803.00%-774.1pp | 345.46%-316.6pp |
| Employer contribution / active EE | $8,593 | $5,857+46.7% | $5,144+67.1% | $4,764+80.4% |
| Participant deferral / active EE | $6,546 | $5,948+10.0% | $5,198+25.9% | $5,851+11.9% |
| Admin fee / account holder | $10,889 | $17,112-36.4% | $13,956-22.0% | $11,601-6.1% |