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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 | $192,718 | $209,874-8.2% | $189,537+1.7% | $167,536+15.0% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.7pp | 82.1%+13.3pp |
| Annual return | 14.27% | 748.61%-734.3pp | 555.34%-541.1pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,654 | $6,913-76.1% | $6,161-73.1% | $4,839-65.8% |
| Participant deferral / active EE | $8,520 | $8,934-4.6% | $8,220+3.6% | $6,342+34.3% |
| Admin fee / account holder | $2,233 | $14,299-84.4% | $12,048-81.5% | $12,315-81.9% |