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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 | $47,793 | $202,345-76.4% | $172,755-72.3% | $152,885-68.7% |
| Participation rate | 92.3% | 87.1%+5.2pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 28.15% | 1029.77%-1001.6pp | 802.94%-774.8pp | 345.39%-317.2pp |
| Employer contribution / active EE | $7,263 | $5,858+24.0% | $5,144+41.2% | $4,763+52.5% |
| Participant deferral / active EE | $4,492 | $5,948-24.5% | $5,198-13.6% | $5,851-23.2% |
| Admin fee / account holder | $301 | $17,111-98.2% | $13,955-97.8% | $11,598-97.4% |