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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 | $171,882 | $202,342-15.1% | $172,752-0.5% | $152,897+12.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 19.45% | 1029.83%-1010.4pp | 802.97%-783.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $3,258 | $5,858-44.4% | $5,144-36.7% | $4,764-31.6% |
| Participant deferral / active EE | $6,681 | $5,948+12.3% | $5,198+28.5% | $5,851+14.2% |
| Admin fee / account holder | $28,654 | $17,111+67.5% | $13,955+105.3% | $11,599+147.0% |