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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 | $221,952 | $209,840+5.8% | $189,517+17.1% | $167,497+32.5% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 34.30% | 748.35%-714.0pp | 555.19%-520.9pp | 478.62%-444.3pp |
| Employer contribution / active EE | $22,268 | $6,914+222.1% | $6,162+261.4% | $4,838+360.3% |
| Participant deferral / active EE | $10,455 | $8,935+17.0% | $8,221+27.2% | $6,341+64.9% |
| Admin fee / account holder | $1,792 | $14,294-87.5% | $12,045-85.1% | $12,310-85.4% |