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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 | $214,369 | $202,342+5.9% | $172,753+24.1% | $152,909+40.2% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 21.49% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-324.0pp |
| Employer contribution / active EE | $6,666 | $5,857+13.8% | $5,144+29.6% | $4,764+39.9% |
| Participant deferral / active EE | $7,994 | $5,948+34.4% | $5,198+53.8% | $5,851+36.6% |
| Admin fee / account holder | $1,742 | $17,112-89.8% | $13,956-87.5% | $11,601-85.0% |