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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 | $205,203 | $202,342+1.4% | $172,752+18.8% | $152,897+34.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 23.43% | 1029.83%-1006.4pp | 802.97%-779.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $9,869 | $5,858+68.5% | $5,144+91.8% | $4,764+107.2% |
| Participant deferral / active EE | $5,761 | $5,948-3.1% | $5,198+10.8% | $5,851-1.5% |
| Admin fee / account holder | $1,017 | $17,111-94.1% | $13,955-92.7% | $11,599-91.2% |