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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 | $228,801 | $202,342+13.1% | $172,753+32.4% | $152,909+49.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 22.05% | 1029.88%-1007.8pp | 803.00%-781.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,885 | $5,857-67.8% | $5,144-63.4% | $4,764-60.4% |
| Participant deferral / active EE | $7,883 | $5,948+32.5% | $5,198+51.7% | $5,851+34.7% |
| Admin fee / account holder | $700 | $17,112-95.9% | $13,956-95.0% | $11,601-94.0% |