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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 | $140,149 | $202,342-30.7% | $172,752-18.9% | $152,897-8.3% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 21.61% | 1029.83%-1008.2pp | 802.97%-781.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,181 | $5,858-62.8% | $5,144-57.6% | $4,764-54.2% |
| Participant deferral / active EE | $5,807 | $5,948-2.4% | $5,198+11.7% | $5,851-0.8% |
| Admin fee / account holder | $1,675 | $17,111-90.2% | $13,955-88.0% | $11,599-85.6% |