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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 | $199,062 | $209,847-5.1% | $189,520+5.0% | $167,518+18.8% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 19.31% | 748.45%-729.1pp | 555.25%-535.9pp | 478.71%-459.4pp |
| Employer contribution / active EE | $8,727 | $6,913+26.2% | $6,161+41.7% | $4,838+80.4% |
| Participant deferral / active EE | $9,757 | $8,934+9.2% | $8,220+18.7% | $6,342+53.9% |
| Admin fee / account holder | $353 | $14,295-97.5% | $12,046-97.1% | $12,312-97.1% |