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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 | $202,326+6.0% | $172,745+24.1% | $152,870+40.2% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 21.49% | 1029.72%-1008.2pp | 802.90%-781.4pp | 345.34%-323.9pp |
| Employer contribution / active EE | $6,666 | $5,858+13.8% | $5,144+29.6% | $4,763+40.0% |
| Participant deferral / active EE | $7,994 | $5,948+34.4% | $5,197+53.8% | $5,850+36.6% |
| Admin fee / account holder | $1,742 | $17,110-89.8% | $13,954-87.5% | $11,597-85.0% |