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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 | $207,799 | $202,342+2.7% | $172,752+20.3% | $152,897+35.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 17.88% | 1029.83%-1011.9pp | 802.97%-785.1pp | 345.43%-327.5pp |
| Employer contribution / active EE | $11,864 | $5,858+102.5% | $5,144+130.6% | $4,764+149.1% |
| Participant deferral / active EE | $10,963 | $5,948+84.3% | $5,198+110.9% | $5,851+87.4% |
| Admin fee / account holder | $1,061 | $17,111-93.8% | $13,955-92.4% | $11,599-90.9% |