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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 | $180,181 | $202,342-11.0% | $172,753+4.3% | $152,909+17.8% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 23.99% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $8,772 | $5,857+49.8% | $5,144+70.5% | $4,764+84.1% |
| Participant deferral / active EE | $7,098 | $5,948+19.3% | $5,198+36.6% | $5,851+21.3% |
| Admin fee / account holder | $1,676 | $17,112-90.2% | $13,956-88.0% | $11,601-85.6% |