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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 | $213,900 | $202,345+5.7% | $172,755+23.8% | $152,885+39.9% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 16.19% | 1029.77%-1013.6pp | 802.94%-786.8pp | 345.39%-329.2pp |
| Employer contribution / active EE | $9,906 | $5,858+69.1% | $5,144+92.6% | $4,763+108.0% |
| Participant deferral / active EE | $4,731 | $5,948-20.5% | $5,198-9.0% | $5,851-19.1% |
| Admin fee / account holder | $1,324 | $17,111-92.3% | $13,955-90.5% | $11,598-88.6% |