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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 | $126,587 | $202,342-37.4% | $172,753-26.7% | $152,909-17.2% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 23.52% | 1029.88%-1006.4pp | 803.00%-779.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,341 | $5,857-60.0% | $5,144-54.5% | $4,764-50.9% |
| Participant deferral / active EE | $6,084 | $5,948+2.3% | $5,198+17.1% | $5,851+4.0% |
| Admin fee / account holder | $2,636 | $17,112-84.6% | $13,956-81.1% | $11,601-77.3% |