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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 | $78,012 | $202,342-61.4% | $172,752-54.8% | $152,897-49.0% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 22.09% | 1029.83%-1007.7pp | 802.97%-780.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,739 | $5,858-53.2% | $5,144-46.8% | $4,764-42.5% |
| Participant deferral / active EE | $5,269 | $5,948-11.4% | $5,198+1.4% | $5,851-9.9% |
| Admin fee / account holder | $2,312 | $17,111-86.5% | $13,955-83.4% | $11,599-80.1% |