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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 | $88,562 | $202,342-56.2% | $172,753-48.7% | $152,909-42.1% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 17.48% | 1029.88%-1012.4pp | 803.00%-785.5pp | 345.46%-328.0pp |
| Employer contribution / active EE | $2,065 | $5,857-64.7% | $5,144-59.9% | $4,764-56.7% |
| Participant deferral / active EE | $4,084 | $5,948-31.3% | $5,198-21.4% | $5,851-30.2% |
| Admin fee / account holder | $6,606 | $17,112-61.4% | $13,956-52.7% | $11,601-43.1% |