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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 | $186,351 | $171,867+8.4% | $149,721+24.5% | $147,586+26.3% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 20.68% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.59%-557.9pp |
| Employer contribution / active EE | $4,131 | $6,275-34.2% | $5,444-24.1% | $4,876-15.3% |
| Participant deferral / active EE | $10,876 | $7,270+49.6% | $6,568+65.6% | $5,439+100.0% |
| Admin fee / account holder | $2,089 | $13,799-84.9% | $11,282-81.5% | $10,886-80.8% |