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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 | $171,715 | $202,342-15.1% | $172,753-0.6% | $152,909+12.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 18.43% | 1029.88%-1011.4pp | 803.00%-784.6pp | 345.46%-327.0pp |
| Employer contribution / active EE | $7,602 | $5,857+29.8% | $5,144+47.8% | $4,764+59.6% |
| Participant deferral / active EE | $7,400 | $5,948+24.4% | $5,198+42.4% | $5,851+26.5% |
| Admin fee / account holder | $591 | $17,112-96.5% | $13,956-95.8% | $11,601-94.9% |