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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 | $99,929 | $202,342-50.6% | $172,752-42.2% | $152,897-34.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 19.97% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $7,835 | $5,858+33.8% | $5,144+52.3% | $4,764+64.5% |
| Participant deferral / active EE | $8,299 | $5,948+39.5% | $5,198+59.7% | $5,851+41.8% |
| Admin fee / account holder | $888 | $17,111-94.8% | $13,955-93.6% | $11,599-92.3% |