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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 | $74,259 | $202,342-63.3% | $172,753-57.0% | $152,909-51.4% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 26.59% | 1029.88%-1003.3pp | 803.00%-776.4pp | 345.46%-318.9pp |
| Employer contribution / active EE | $7,635 | $5,857+30.4% | $5,144+48.4% | $4,764+60.3% |
| Participant deferral / active EE | $4,776 | $5,948-19.7% | $5,198-8.1% | $5,851-18.4% |
| Admin fee / account holder | $397 | $17,112-97.7% | $13,956-97.2% | $11,601-96.6% |