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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 | $33,472 | $202,342-83.5% | $172,753-80.6% | $152,909-78.1% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 28.67% | 1029.88%-1001.2pp | 803.00%-774.3pp | 345.46%-316.8pp |
| Employer contribution / active EE | $2,388 | $5,857-59.2% | $5,144-53.6% | $4,764-49.9% |
| Participant deferral / active EE | $6,138 | $5,948+3.2% | $5,198+18.1% | $5,851+4.9% |
| Admin fee / account holder | $933 | $17,112-94.5% | $13,956-93.3% | $11,601-92.0% |