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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 | $72,106 | $202,342-64.4% | $172,752-58.3% | $152,897-52.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 21.41% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $6,068 | $5,858+3.6% | $5,144+18.0% | $4,764+27.4% |
| Participant deferral / active EE | $4,922 | $5,948-17.3% | $5,198-5.3% | $5,851-15.9% |
| Admin fee / account holder | $1,387 | $17,111-91.9% | $13,955-90.1% | $11,599-88.0% |