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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 | $118,473 | $202,345-41.5% | $172,755-31.4% | $152,885-22.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 21.43% | 1029.77%-1008.3pp | 802.94%-781.5pp | 345.39%-324.0pp |
| Employer contribution / active EE | $6,292 | $5,858+7.4% | $5,144+22.3% | $4,763+32.1% |
| Participant deferral / active EE | $4,026 | $5,948-32.3% | $5,198-22.5% | $5,851-31.2% |
| Admin fee / account holder | $997 | $17,111-94.2% | $13,955-92.9% | $11,598-91.4% |