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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 | $200,597 | $202,342-0.9% | $172,752+16.1% | $152,897+31.2% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 20.08% | 1029.83%-1009.7pp | 802.97%-782.9pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,521 | $5,858-57.0% | $5,144-51.0% | $4,764-47.1% |
| Participant deferral / active EE | $6,590 | $5,948+10.8% | $5,198+26.8% | $5,851+12.6% |
| Admin fee / account holder | $2,313 | $17,111-86.5% | $13,955-83.4% | $11,599-80.1% |