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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 | $204,006 | $202,342+0.8% | $172,752+18.1% | $152,897+33.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 20.84% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,663 | $5,858-54.5% | $5,144-48.2% | $4,764-44.1% |
| Participant deferral / active EE | $7,348 | $5,948+23.5% | $5,198+41.4% | $5,851+25.6% |
| Admin fee / account holder | $2,809 | $17,111-83.6% | $13,955-79.9% | $11,599-75.8% |