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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 | $207,569 | $202,342+2.6% | $172,752+20.2% | $152,897+35.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 20.24% | 1029.83%-1009.6pp | 802.97%-782.7pp | 345.43%-325.2pp |
| Employer contribution / active EE | $9,681 | $5,858+65.3% | $5,144+88.2% | $4,764+103.2% |
| Participant deferral / active EE | $4,481 | $5,948-24.7% | $5,198-13.8% | $5,851-23.4% |
| Admin fee / account holder | $441 | $17,111-97.4% | $13,955-96.8% | $11,599-96.2% |