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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 | $197,746 | $202,342-2.3% | $172,753+14.5% | $152,909+29.3% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 26.20% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $8,665 | $5,857+47.9% | $5,144+68.4% | $4,764+81.9% |
| Participant deferral / active EE | $6,211 | $5,948+4.4% | $5,198+19.5% | $5,851+6.1% |
| Admin fee / account holder | $1,373 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |