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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 | $226,734 | $209,847+8.0% | $189,520+19.6% | $167,518+35.3% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 13.34% | 748.45%-735.1pp | 555.25%-541.9pp | 478.71%-465.4pp |
| Employer contribution / active EE | $2,043 | $6,913-70.4% | $6,161-66.8% | $4,838-57.8% |
| Participant deferral / active EE | $6,408 | $8,934-28.3% | $8,220-22.0% | $6,342+1.0% |
| Admin fee / account holder | $1,039 | $14,295-92.7% | $12,046-91.4% | $12,312-91.6% |