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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 | $206,576 | $202,342+2.1% | $172,753+19.6% | $152,909+35.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.87% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $6,738 | $5,857+15.0% | $5,144+31.0% | $4,764+41.4% |
| Participant deferral / active EE | $11,848 | $5,948+99.2% | $5,198+127.9% | $5,851+102.5% |
| Admin fee / account holder | $2,425 | $17,112-85.8% | $13,956-82.6% | $11,601-79.1% |