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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 | $177,062 | $202,342-12.5% | $172,753+2.5% | $152,909+15.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 20.26% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $7,030 | $5,857+20.0% | $5,144+36.7% | $4,764+47.6% |
| Participant deferral / active EE | $5,390 | $5,948-9.4% | $5,198+3.7% | $5,851-7.9% |
| Admin fee / account holder | $15,285 | $17,112-10.7% | $13,956+9.5% | $11,601+31.8% |