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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 | $206,649 | $202,342+2.1% | $172,753+19.6% | $152,909+35.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 32.95% | 1029.88%-996.9pp | 803.00%-770.1pp | 345.46%-312.5pp |
| Employer contribution / active EE | $6,511 | $5,857+11.2% | $5,144+26.6% | $4,764+36.7% |
| Participant deferral / active EE | $5,549 | $5,948-6.7% | $5,198+6.8% | $5,851-5.2% |
| Admin fee / account holder | $3,101 | $17,112-81.9% | $13,956-77.8% | $11,601-73.3% |