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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 | $249,932 | $209,422+19.3% | $178,503+40.0% | $158,982+57.2% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 25.22% | 188.81%-163.6pp | 151.12%-125.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $8,226 | $5,707+44.1% | $5,011+64.1% | $4,763+72.7% |
| Participant deferral / active EE | $5,831 | $5,955-2.1% | $5,202+12.1% | $5,983-2.5% |
| Admin fee / account holder | $2,963 | $17,079-82.6% | $13,987-78.8% | $11,252-73.7% |