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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 | $157,560 | $171,867-8.3% | $149,721+5.2% | $147,586+6.8% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 23.58% | 2113.36%-2089.8pp | 1501.67%-1478.1pp | 578.59%-555.0pp |
| Employer contribution / active EE | $7,366 | $6,275+17.4% | $5,444+35.3% | $4,876+51.0% |
| Participant deferral / active EE | $8,438 | $7,270+16.1% | $6,568+28.5% | $5,439+55.1% |
| Admin fee / account holder | $1,197 | $13,799-91.3% | $11,282-89.4% | $10,886-89.0% |