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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 | $43,167 | $202,345-78.7% | $172,755-75.0% | $152,885-71.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 25.48% | 1029.77%-1004.3pp | 802.94%-777.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $2,156 | $5,858-63.2% | $5,144-58.1% | $4,763-54.7% |
| Participant deferral / active EE | $6,479 | $5,948+8.9% | $5,198+24.7% | $5,851+10.7% |
| Admin fee / account holder | $1,460 | $17,111-91.5% | $13,955-89.5% | $11,598-87.4% |