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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 | $209,978 | $202,342+3.8% | $172,753+21.5% | $152,909+37.3% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.5%+8.0pp |
| Annual return | 20.26% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $11,411 | $5,857+94.8% | $5,144+121.8% | $4,764+139.5% |
| Participant deferral / active EE | $8,210 | $5,948+38.0% | $5,198+58.0% | $5,851+40.3% |
| Admin fee / account holder | $4,528 | $17,112-73.5% | $13,956-67.6% | $11,601-61.0% |