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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 | $205,992 | $198,457+3.8% | $170,435+20.9% | $147,586+39.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.96% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,886 | $6,183-69.5% | $5,432-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $6,229 | $5,629+10.6% | $4,939+26.1% | $5,439+14.5% |
| Admin fee / account holder | $636 | $16,852-96.2% | $13,881-95.4% | $10,886-94.2% |