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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 | $98,200 | $202,342-51.5% | $172,753-43.2% | $152,909-35.8% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 16.78% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $5,181 | $5,857-11.5% | $5,144+0.7% | $4,764+8.8% |
| Participant deferral / active EE | $4,206 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $7,396 | $17,112-56.8% | $13,956-47.0% | $11,601-36.2% |