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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 | $184,349 | $202,342-8.9% | $172,752+6.7% | $152,897+20.6% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 19.38% | 1029.83%-1010.4pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $9,261 | $5,858+58.1% | $5,144+80.0% | $4,764+94.4% |
| Participant deferral / active EE | $11,951 | $5,948+100.9% | $5,198+129.9% | $5,851+104.2% |
| Admin fee / account holder | $856 | $17,111-95.0% | $13,955-93.9% | $11,599-92.6% |